Email actions in Triage
In Triage, you don't just manage emails, you action them.
When you receive an email you can, as y...
Assign an email
Assigning an email to a colleague is easy! Click on the Assign icon on your email menu or, on the...
Add an email to work
When you add an email to work, the thread from then onwards will automatically be added to the pi...
Add an email to a contact timeline
If you add the sender of an email as a contact, the email will show up in that contact's timeline...
Clear an email
Once you are done actioning your email and it's attached to a contact, work or in a to-do list, y...
Create a contact (add a sender) from an email
When you receive an email, in order for it to show up in the person's timeline, you need to add t...
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