Triage

Overview of Triage

Triage contains new emails and notifications of work items assigned to you, notes from colleagues, and client task activity.

Written by Lachlan Macindoe
Updated over a week ago

Video overview of Triage

Understand Karbon's main menu, global icons, and using Triage to bring your email into your workflow.

Written by Lachlan Macindoe
Updated over a week ago

Overview of integration between your email provider and Triage

Due to the tight integration between with your email provider, what happens in one is replicated in your account.

Written by Erin Jamison
Updated over a week ago

Editing a scheduled email

To edit a scheduled email, you will need to cancel the send, edit the email and set up the schedule again.

Written by Erin Jamison
Updated over a week ago

Obtain feedback on an email using the Schedule Email function

If you require feedback from a colleague on email before you send it, you can use the Scheduled Email functionality.

Written by Erin Jamison
Updated over a week ago

Schedule an email

Schedule your emails to send at a later time, you can choose to send after one hour to a specific time and date on another day.

Written by Erin Jamison
Updated over a week ago

Can more than one person triage the same email address?

If multiple colleagues on your team share one central generic group email address, here's how to approach setup in Karbon.

Written by Evan Hall
Updated over a week ago

Undo email send

Recall an email within 5 seconds of clicking send with the Undo Email Send option.

Written by Erin Jamison
Updated over a week ago

Triage items

In Triage, you can receive notifications for new emails, client task activity, work assignments, comments and mentions from colleagues.

Written by Lachlan Macindoe
Updated over a week ago

Email actions in Triage

In Triage, you don't just manage emails, you action them.

Written by Erin Jamison
Updated over a week ago

Reply to an email

You can reply to emails in Karbon just as on any other email platform.

Written by Erin Jamison
Updated over a week ago

Assign an email

Assigning an email is easy! Click on the Assign icon on your email or, on the Options menu "...", select Assign to me or to colleague.

Written by Andi Ancheta
Updated over a week ago

Remove an email

Emails can be removed from Karbon completely when you are the only team member involved with them and/or removed from timelines.

Written by Andi Ancheta
Updated over a week ago

Email comments

Comment on an email to bring team members into a conversation, carry out discussions where it makes sense, and collaborate.

Written by Andi Ancheta
Updated over a week ago

Forward an email

You can forward email in Karbon. Although if you're forwarding to a colleague, adding a comment is more effective.

Written by Erin Jamison
Updated over a week ago

Add an email to work

When you add an email to work, the thread from then onwards will automatically be added to the work timeline.

Written by Erin Jamison
Updated over a week ago

Add an email to a contact timeline

Easily store an email or file an email away by adding the email to a contact timeline.

Written by Andi Ancheta
Updated over a week ago

Compose an email

Email is at the core of Karbons communication workflow, here are the three main ways to compose email in Karbon.

Written by Andi Ancheta
Updated over a week ago

Draft emails

Karbon keeps track of unsent emails automatically, adding them to the drafts section.

Written by Erin Jamison
Updated over a week ago

Clear an email

Clearing an email will remove it from Triage, and archive it in your inbox.

Written by Erin Jamison
Updated over a week ago

Adding Cc and Bcc to emails

You can CC and BCC email recipients in Karbon just like any other email platform.

Written by Erin Jamison
Updated over a week ago

Display the history of a full email thread while composing an email?

Karbon collapses large email threads to save space, you can easily see them by clicking the thread expand button in the email composer.

Written by Andi Ancheta
Updated over a week ago

Create a contact from an email

When you receive an email, in order for it to show up in the person's timeline, you need to add the sender as a contact.

Written by Erin Jamison
Updated over a week ago

Choose what items appear in Triage

To help you sort through your Triage quickly, the filter option lets you choose to see all these items, emails, mentions or notifications.

Written by Erin Jamison
Updated over a week ago

Bulk clearing items from Triage

You can bulk clear all your Triage items from the last day, week or month. Just select clear at the top of the items in that period.

Written by Erin Jamison
Updated over a week ago

Expanding or collapsing an email in a thread

Individual emails within an email conversation can be expanded and collapsed, making it easier to scan through those long conversations.

Written by Erin Jamison
Updated over a week ago

Adding an attachment to an email?

You can add attachments up to 25MB in size to an email.

Written by Andi Ancheta
Updated over a week ago

Changing the subject of an email

When you forward an email, you have the option to edit the email subject.

Written by Lachlan Macindoe
Updated over a week ago

How can I remove an unwanted or incorrect email address?

It's easy to remove unwanted email addresses from suggestions.

Written by George Connor
Updated this week

Opening an email attachment versus downloading an attachment

By adjusting your settings, you can open attached documents rather than downloading them.

Written by Andi Ancheta
Updated over a week ago

Mark an email as low priority

Mark an email address as low priority if they send you emails that don't need action right away.

Written by Erin Jamison
Updated this week

Configure specific emails to skip triage?

The basics include creating a folder/label and then creating a rule to skip your inbox and send directly to that folder.

Written by Erin Jamison
Updated this week

Offline/disconnected banner

If Karbon detects that your computer is not connected to the Internet, a banner lets you know how to reconnect.

Written by Erin Jamison
Updated this week

Format the text in a note, email or task

Karbon provides a simple yet powerful suite of text formatting tools for notes, emails and tasks.

Written by Erin Jamison
Updated this week

Downloading attachments from an email

Written by Lachlan Macindoe
Updated this week

Pasting and formatting text from Microsoft Office Software to Karbon email

Pasting text directly from office into other applications can lead to erratic formatting. Here's how to fix it.

Written by Erin Jamison
Updated over a week ago

Legacy email conversations

Written by Lachlan Macindoe
Updated over a week ago

Selecting what address your email will send from

If you have set up an alias email address within your email client, Karbon can customize your account to utilize this alias.

Written by Lachlan Macindoe
Updated this week

Notifying all staff or a team in a message

You can notify everyone in your company, or select teams, using mention handles.

Written by Lachlan Macindoe
Updated this week

Why has my scheduled email failed?

A scheduled email will fail if your email disconnects or if the email address chosen isn't a real address.

Written by Erin Jamison
Updated over a week ago

My scheduled email failed, when will it send?

If your scheduled email fails, it will send out in 2-3 minutes.

Written by Erin Jamison
Updated over a week ago

Why don't my emails clear from Triage when I archive in Outlook?

Karbon does not integrate directly with Outlook, so any emails archived will not clear from Triage.

Written by Erin Jamison
Updated over a week ago

How can I minimize images that I add to an email?

You can easily minimize images uploaded into your account by using our resizing tool.

Written by Erin Jamison
Updated over a week ago

Why aren't my emails appearing in Karbon the first time I log in?

It can take up to 15 minutes for your 20 most recent emails to flow into Karbon after signing up.

Written by Erin Jamison
Updated over a week ago

Who can see my Triage?

While your colleagues may have access to shared communication, only you have access to your Triage.

Written by Erin Jamison
Updated this week

Does Karbon have a spell checker?

Karbon does not have a spell checker; however, you can use your browser's spell checker options

Written by Andi Ancheta
Updated over a week ago

Why can't I add an email to work?

When adding an email to a work timeline, be sure to filter through all five statuses to ensure you don't miss any work.

Written by Erin Jamison
Updated this week

Why can't I action an email when I am a BCC recipient?

To maintain privacy, you will be unable to perform certain actions on emails that are BCC'd or forwarded to your email address.

Written by Erin Jamison
Updated this week

What do the numbers at the top of Triage mean?

Your Triage displays several numbers to tell you how many items you have.

Written by Lachlan Macindoe
Updated over a week ago

Why don't I have access to an email?

In some cases, you may not have access to an email. This can happen in a few different circumstances.

Written by Andi Ancheta
Updated over a week ago

How can I print an email?

You can print any email by clicking on the options menu "...".

Written by Andi Ancheta
Updated this week

Can I delete an email rather than clear it?

Karbon archives your emails when you clear them, but does not delete them.

Written by Andi Ancheta
Updated this week

Can I add an email to more than one work item?

Yes, there is no limit to the number of work items an email can be added to.

Written by Lachlan Macindoe
Updated this week

When an email is added to more than one work item, what is the primary work item?

When an email is added to multiple work items, one of these work items becomes the 'primary work item'.

Written by Lachlan Macindoe
Updated over a week ago

Notifications of updates or comments on an email

You will be notified of activity if you are mentioned or part of an email conversation, and can turn these notifications on or off.

Written by Lachlan Macindoe
Updated this week

In Triage, how to determine if you assign an email to a work item or create a To-do?

The pros and cons of adding an email to work vs a to-do list.

Written by Erin Jamison
Updated this week

Who has access to triage?

Only you have access to your triage and emails, unless you share them with the rest of your colleagues by sharing.

Written by Andi Ancheta
Updated this week

Is there a shortcut to get back to Triage?

Clicking the triage icon on the top right of the header will take you back to triage.

Written by Erin Jamison
Updated this week

Why has my email split into a new conversation?

If a colleague is removed from an unshared email, the conversation is split into a new one, to protect privacy.

Written by Lachlan Macindoe
Updated over a week ago

If I mention a colleague in a comment, can they access the entire email?

Yes, everyone who has access to an email will be able to see the entire conversation history.

Written by Lachlan Macindoe
Updated over a week ago

Can I clear low priority emails?

Yes, you can do this in the same way you would clear an email in Triage—by clicking the Clear icon from your email actions menu.

Written by Erin Jamison
Updated over a week ago

What happens if a team member is removed from an unshared email conversation?

Written by Lachlan Macindoe
Updated over a week ago

Can I split an email conversation into separate emails?

When you forward an email, it will be split into a new conversation.

Written by Lachlan Macindoe
Updated over a week ago

Where can I find my low priority emails?

You can go to Low Priority from the main Karbon menu.

Written by Erin Jamison
Updated over a week ago

Why do I get a reconnect banner?

A blue banner will appear at the top of Karbon if you lose internet connection, or if you are disconnected from your email account.

Written by Erin Jamison
Updated over a week ago

What font is used for emails from Karbon?

Karbon does not apply any default font settings to emails, which allows the email to be viewed by the receiver based on their own settings.

Written by Lachlan Macindoe
Updated over a week ago

Why does Karbon use web safe fonts?

Using these fonts ensures that whatever font you choose in Karbon, it will be seen exactly the same by your recipient.

Written by Erin Jamison
Updated over a week ago