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Triage
Your inbox, reinvented. Learn how to action your emails, achieve #triagezero fast and get on top of your workday.
Create, write and send an email
Muting your Triage notifications
Mark emails as unread in Triage
Action an email
Undo email send
Obtain feedback on an email using the Schedule Email function
Editing a scheduled email
Schedule an email
Can more than one person triage the same email address?
Triage items
Email actions in Triage
Reply to an email
Assign an email
Remove an email
Email comments
Forward an email
Add an email to work
Add an email to a contact timeline
Compose an email
Draft emails
Clear an email
Adding CC and BCC to emails
Display the history of a full email thread while composing an email?
Create a contact from an email
Choose what items appear in Triage
Bulk clearing items from Triage
Expanding or collapsing an email in a thread
Adding attachments to an email
Changing the subject of an email
Remove an unwanted or incorrect email address?
Opening an email attachment versus downloading an attachment
Mark an email as low priority
Configure specific emails to skip Triage?
Offline/disconnected banner
Format the text in a note, email or task
Downloading attachments from an email
Pasting and formatting text from Microsoft Office Software to an email in Triage
Selecting what address your email will send from
Notifying all staff or a team in a message
My scheduled email failed, when will it send?
Why has my scheduled email failed?
Why can't I action an email when I am a BCC recipient?
How can I minimize images that I add to an email?
My emails aren't appearing in Intuit Practice Management
Who can see my Triage?
Is there a spell checker?
Why can't I add an email to work?
What do the numbers at the top of Triage mean?
Why don't I have access to an email?
How can I print an email?
What font is used for emails coming from the app?
Can I delete an email rather than clear it?
Can I add an email to more than one work item?
When an email is added to more than one work item, what is the primary work item?
Notifications of updates or comments on an email
In Triage, how to determine if you assign an email to a work item or create a To-do?
Who has access to triage?
Is there a shortcut to get back to Triage?
Why has my email split into a new conversation?
Why can I see colleagues who have been BCC’d in emails?
If I mention a colleague in a comment, can they access the entire email?
Can I clear low priority emails?
What happens if a team member is removed from an unshared email conversation?
Can I split an email conversation into separate emails?
Where can I find my low priority emails?
Why do I get a reconnect banner?
Why does the app use web safe fonts?