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Having emails skip Triage
Having emails skip Triage

In this article, you'll learn best practices for setting up certain emails to skip Triage depending on your email provider

Erin Jamison avatar
Written by Erin Jamison
Updated over 5 months ago

There can be a number of reasons why you would want certain emails to skip Triage. In this case, the example used is having emails from your family members skip Triage.

Having certain emails skip Triage, although not recommended, is certainly possible. You can do this by creating a label/folder in your email provider and then setting up a rule for those emails to skip your inbox and go directly to that label or folder.

Index

Set up skipping emails for Gmail

Step 1: Create a Label

  1. Open Gmail.

  2. Navigate to Settings > Labels > Create New Label.

  3. Name your label (e.g., "Family").

Step 2: Inform Karbon

  1. Notify Karbon support via Help & Feedback in the main menu or email support@karbonhq.com.

  2. Provide the name of the label you wish to skip Triage.

Step 3: Create a Filter

  1. Go to Settings > Filters & Blocked Addresses > Create a new filter.

  2. Add the specific email addresses or criteria.

  3. Click on Create filter with this search.


  4. Check the box to Skip the Inbox and apply the label you created (e.g., "Family").

You have now set up a rule for these emails to skip your inbox and avoid Triage.

Set up skipping emails for Office365 or Microsoft Exchange

Step 1: Create a New Folder

  1. Open Outlook.

  2. Right-click the parent folder where you want to create the new folder.

  3. Choose Create New Folder and name it (e.g., "Family").

Step 2: Create an Inbox Rule

  1. Go to the app launcher and select Mail.

  2. Navigate to Settings > Options > Organize email > Inbox rules.

  3. Click on New to create a blank rule.

  4. Set the criteria for the rule (e.g., specific email addresses).

  5. Choose the action to Skip the Inbox and move the email to the "Family" folder.

Step 3: Inform Karbon

  1. Notify Karbon support about the folder and rule created.

  2. Provide the name of the folder where these emails will be directed.

Additional Help and Support

For further assistance, you can:

  • Reach out via the Karbon app: Help & Feedback > Still can't find what you need? > Start a chat with our team.

  • Email us at support@karbonhq.com.

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