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Mastering Triage

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Sedna Customer Support
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As you start your journey on Sedna you’ll find yourself wanting to read every email.

That’s ok! This will help you to build trust in the system.

But we want you to get to a point where you can focus on your emails first & let the system help.

 

Level 1. Triage Each Message

For each message you are triaging these are the steps you should be thinking about as you work through your message list.

 

 

1️⃣ Is there a relevant Job Tag?
 
2️⃣ Do I need to act on it?
 
3️⃣ Does someone else need to be informed or act?
 
4️⃣ Does it need additional context?
 
 
 
 
 
 

Once you have gone through these you should either leave it in your inbox for action or archive the message and move to the next.

You could do this for every message in your inbox but that is going to be A LOT of work!

With Sedna we want to help you to triage messages for you, messages that may slip through the cracks and then quickly archive those messages that others in your team are working on.
 
 

Level 2. Triage From Your Live Searches

Your Live Searches are a feature to elevate the messages that you need to prioritise in your triaging process.

You will have been given 3 Live Searches to help you start to triage your mail. These should evolve to meet your specific needs.

 

My Focus

This includes your Important Filter & you should add your name & other key terms with the OR search term

 
Safety Net
 
This includes messages without a Job Tag for the team to triage together
 

To Do

This includes messages tagged to you, either by you or by your colleague .We suggest you turn notifications on for this search!

 
 

 

Level 3. Archiving from a Search

You can use Sedna's Tidy Feature to archive everything that is in a Search. This allows you to archive large volumes of messages that you do not need to action.

 

 

You may see a saved search that we have given you called 'Everything Else'. This creates a space for messages that are tagged but are likely not yours. Using the filter & message list to sanity check the results you can remove your colleagues mails from needing to be processed.

Your Everything Else Search is a starting point for archiving messages in bulk using the Tidy feature but mastering Level 3 is creating your own saved searches that you can Tidy with one click!

 

✨ Mastering Triage ✨

 

Triaging your messages will be a journey you will master over time. You will start to see where you can automate, tags and search to help you to elevate or remove messages from your busy inboxes.

The basic continuous flow that we suggest starting off with is:

 
 
1️⃣ Triage each message from your My Focus Live search. Use the filter at the top to segment by Job Tag
 
2️⃣ Triage each message from the Safety Net Live Search as a team. When you add tags these will leave this view to be triaged elsewhere.
 
3️⃣ Triage each message from your other Live Searches You will have one imported for your comments but you may create others.
 
4️⃣ Archive in Bulk from Saved Searches. You can the filter at the top to gain more control and use the Tidy feature to quickly archive.
 
 
Once you have triaged all your messages you can use your To Do search to find all messages you are tagged to as a Person and start to work through that list of messages that you still need to action.
 

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