Best Practice: Assign & Clear from Triage

  • 16 November 2020
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One feature I’ve come to rely on is the ability to reduce the noise in my Triage. One way I can do this is by taking an email I’ve received in Triage, assigning it to a staff member and clearing it out of my Triage. To follow up with those emails (and items I've assigned to them) I can go into my To-do list and change the drop down option from ‘My to-do list’ to ‘To-dos assigned by me’, filter by Type: Emails and sort by: Assignee and view the status of the items I’ve assigned to others.


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