Once you’ve dealt with your new Triage items, get a feel for your work week by going to your Work overview. This page will default to your work that’s currently in progress. Take a look at your overdue items, work due today and even this month. Make any adjustments to the start dates and due dates if necessary to ensure you have an accurate list of work prioritized for the week.

Once you’ve done that, go to your To-do. Use the sorting and filtering icon to prioritize what’s most important to you. As an example, you can hide work and Tasks to view a more manageable list of emails and notes at the start of the day. Take care of the easy ones. After all, it's Monday and you may need more coffee before you can move onto the bigger stuff.

Whether or not you sort and filter your to-do list to help view your top priority items can be a personal preference, so play around to determine what method works best for you.


Continue with the following process:

  1. Triage emails in the morning, afternoon and before you leave your desk for the day
  2. To-do
  3. Filter and sort work in a way that works best for you.

Helpful links

Filtering my To-do list

Sorting my To-do

Effectively managing Triage

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