Triage is where new work waits for a person to decide on it. Nothing in Triage is on anyone's list until it is accepted.
What lands in Triage
- Findings from your routines
- Action items from your meetings
- Emails forwarded to your workspace's capture address (find it under Settings, then General, then Email capture)
- Suggestions learned from documents you publish
- Ideas you or your teammates drop in
Accept or decline
- Open Triage in the sidebar. The number next to it shows how many items are waiting.
- Check the suggested channel on each item, or click Choose channel to pick one.
- Pick an assignee if you want to give it to someone straight away.
- Click Accept to make it a task in that channel, or Decline to clear it.
To handle many at once, click Select all, then Accept or Decline. Every action has an Undo for 10 seconds.
Good to know
- A routine finding you decline is not suggested again.
- When you accept an item for a teammate, they are told.
- When the list is empty, Triage says All clear.