I am trying to save an email for instance form Karbon about new features. However I have no timeline to save it to since Karbon is not a client of ours they are a vendor. How do people clear this out of their Triage without adding it to a contact or timeline?
Best answer by Amelia Freeman
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+4
Hi all! If you haven’t checked it out yet, we just released a new feature called ‘Later’ where you can add any item from Triage into ‘Later’ to do…. later!
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+13
I love this idea of a Karbon contact called Tips and Tricks. I think one called Karbon Webinars could also be useful. We could then tag the webinar links and @mention team members to go watch it. This might be an awesome idea for all our programs. Thanks for the wonderful idea.
+19
Sometimes I will create a Work (with no due date) that I tag emails to if I want to group them by subject. For example, purchasing new equipment for team members, I have a Work called “IT Equipment for Team.” All threads related to this get tagged to this Work. I try not to create very many of these, though, because they will sit in the To-Do for long periods of time because they have no due date.
I’m with
+6
Sometimes I will create a Work (with no due date) that I tag emails to if I want to group them by subject. For example, purchasing new equipment for team members, I have a Work called “IT Equipment for Team.” All threads related to this get tagged to this Work. I try not to create very many of these, though, because they will sit in the To-Do for long periods of time because they have no due date.
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+5
Found a workaround. Since this was an email for a Karbon Webinar I added it to “my week” tasks and then moved it to next week since the webinar is 3/30/22. I would still welcome anyone’s idea’s
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