I always create a note on the client or work’s Timeline. I can then assign the note to myself and add to My Week. This will allow you to clear it from your Triage.
I work through my triage every day. I either do the task, delegate, or put in My Week. There are too many places to hold on to things and I decided a while ago that Triage was not the best place to keep things, lol.
@crow33 for these situations where it’s a question on a task assigned to someone else, I’d suggest one of the following (similar to @DianeK’s suggestion):
- The person with a question creates a Note in the timeline with details and assigns this to you instead of tagging in a comment
OR - When someone tags you with a question, you create the Note yourself
Additional details:
- A link to the task can be added in the note (in the 3 dot menu in the task, select “copy task link”)
- The note can then be added to MyWeek for completing
- It could be pinned to the timeline as well so it shows in the popup cards
- A link to the note could be added into a comment in the task as well if you wanted that connection (same for tasks, 3 dot menu and select “copy note link”)
- If it is repeating work, the note can also be added to future instances in case the same/similar question comes up again
I work through my triage every day. I either do the task, delegate, or put in My Week. There are too many places to hold on to things and I decided a while ago that Triage was not the best place to keep things, lol.
Man, I feel like I LIVE in my Triage, no matter how much I clear out and send to My Week or create/attach to work items for when I need them. Feels like I hardly get things done because I’m always clearing out my Triage.
Maybe I just need to delegate better, lol… but seriously though!
It is tough, and I don’t get all the way through every day, but that’s usually a sign that I’m over extended. Some people in my office like working from triage, though. It can work alright.