When your Triage is cluttered with items that can wait, moving them to Later can help you maintain an organized and efficient workflow. This practice enables you to achieve the highly sought-after Triage zero!
How to Move Items to Later:
Using the Later Icon:
Hover over the item in your Triage.
Click the Later icon.
Using Overflow Actions:
Click the options menu (...) next to the item.
Select 'Save for Later.
Items You Can Move to Later:
You can move a variety of notifications and assignments to 'Later,' including but not limited to:
Emails
Note notifications
Task notifications
Client Request notifications
Work assignment notifications
Alerts
Timesheet notifications
Billing Run notifications
Invoice notifications
Please keep in mind: For emails and notes, the Later option is only available in your Triage. It is not applicable to items in the Timeline, Search, My Week, To-Do, Assignments, etc.
If you accidentally clear an item in your Triage, you can still move it to Later from the Cleared section.
Order and Actions in Later
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)