Moving items to Later

Use the Later section of Triage to file items that don't need your immediate attention

Justin Rolli avatar
Written by Justin Rolli
Updated over a week ago

If you have items in your Triage that you need to look at later but don't have the capacity to right now, you can move them to 'Later'. This will help you to more easily achieve the coveted Triage zero!

Simply click the 'Later' icon when hovering over an item in your Triage or 'Save for Later' from the overflow actions and it will move the item to the Later

You can later anything that lives in Triage:

  • Emails

  • Note notifications

  • Task notifications

  • Client Request notifications

  • Work assignment notifications

  • Alerts

  • Timesheet notifications

  • Billing Run notifications

  • Invoice notifications

Please note: For emails and notes, you can't 'Later' something on a Timeline, Search, My Week, To-Do, Assignments etc. Only items in your Triage

You can also later items in your Cleared section of Triage, in case you didn't mean to move an item to cleared.

The order of your items in Later will be based on the last activity that occurred on the item. You can still perform the same actions within Later as you would in your Triage, such as assigning, mentioning colleagues etc., apart from moving them to Low Priority.

Items will remain in Later unless you:

  • Clear the email

  • Return it to Triage

  • Activity moves it back to Triage (within the guidelines of the notify me rules)

Did this answer your question?