Triage

Your inbox, reinvented. Learn how to action your emails, achieve #triagezero fast and get on top of your workday.

Lachlan Macindoe avatar Andy Biggs avatar Andi Ancheta avatar +1
48 articles in this collection
Written by Lachlan Macindoe, Andy Biggs, and Andi Ancheta and 1 other
How-tos

Email actions in Triage

In Triage, you don't just manage emails, you action them.
Andy Biggs avatar
Written by Andy Biggs
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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Reply to an email

You can reply to emails in Karbon just as on any other email platform.
Andy Biggs avatar
Written by Andy Biggs
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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
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.
Andy Biggs avatar
Written by Andy Biggs
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.
Andy Biggs avatar
Written by Andy Biggs
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.
Andi Ancheta avatar
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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Draft emails

Karbon keeps track of unsent emails automatically, adding them to the drafts section.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Clear an email

Clearing an email will remove it from Triage, and archive it in your inbox.
Andy Biggs avatar
Written by Andy Biggs
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.
Andy Biggs avatar
Written by Andy Biggs
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.
Andi Ancheta avatar
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.
Andy Biggs avatar
Written by Andy Biggs
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, only emails, or only notifications.
Andy Biggs avatar
Written by Andy Biggs
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.
Andy Biggs avatar
Written by Andy Biggs
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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Add an attachment to an email?

You can add attachments up to 25MB in size to an email.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Remove an unwanted or incorrect email address?

It's easy to remove unwanted email addresses from suggestions.
George Connor avatar
Written by George Connor
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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Opening an email attachment versus downloading an attachment

By adjusting your settings, you can open attached documents rather than downloading them.
Andi Ancheta avatar
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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Offline/disconnected banner

If Karbon detects that your computer is not connected to the Internet, a banner lets you know how to reconnect.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Downloading attachments from an email

Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Legacy email conversations

Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Notifying all staff or a team in a message

You can notify everyone in your firm, or select teams, using mention handles.
Lachlan Macindoe avatar
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, you can choose which address your email will be sent from.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago
FAQs

What do the numbers at the top of Triage mean?

Your Triage displays several numbers to tell you how many items you have.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Can I delete an email rather than clear it?

Karbon archives your emails when you clear them, but does not delete them.
Andi Ancheta avatar
Written by Andi Ancheta
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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Who has access to triage?

Only you have access to your triage and emails, unless you share them with the rest of the practice
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Why can I see colleagues who have been BCC’d in emails?

The collaboration functionalities provided by Karbon mean that colleagues who are BCC recipients on an email are visible.
Lachlan Macindoe avatar
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.
Lachlan Macindoe avatar
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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

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

Lachlan Macindoe avatar
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.
Lachlan Macindoe avatar
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.
Andy Biggs avatar
Written by Andy Biggs
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.
Andy Biggs avatar
Written by Andy Biggs
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.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago