Triage — Help & Quick Start

Install Triage

1. 1

   Windows desktop

   Download and run the installer from the link Andre sent. After the first install, Triage updates itself automatically — just quit it from the system tray (bottom-right, near the clock) and reopen to apply an update.
2. 2

   iPhone

   Install from TestFlight (you'll get an invite) or the App Store once published. Sign-in and your data carry over between updates.
3. 3

   Free trial

   Triage runs on a free trial when you first open it — no key needed to start. To continue after the trial, use Get a licence inside the app.

Connect your mailbox

Triage reads your Microsoft 365 inbox so it can sort and action your mail. Your password is never seen or stored — sign-in is handled by Microsoft.

1. 1

   Add your Microsoft 365 account

   On first run, choose Connect Microsoft 365 and sign in with your work account. You can add more than one mailbox (including shared mailboxes) from Settings → Mail accounts.
2. 2

   Wait for the first sync

   Triage pulls your recent mail and classifies it. This takes a few moments the first time.

Triage your inbox

Triage sorts each email into Action, Reply, FYI, or Spam so you focus on what matters.

1. 1

   Work the Action and Reply items first

   FYI email is collapsed at the bottom so it stays out of the way. Open an email to see why it was classified and what it needs.
2. 2

   Fix a wrong category — and teach the AI

   Open an email and use the buttons under the header (Action / Reply / FYI / Spam) to move it. Triage learns from your corrections and gets more accurate over time.
3. 3

   Turn an email into a task

   Open an email and choose Convert to task (or add it to an existing task). The task keeps a link back to the email.
4. 4

   Refresh

   Mail refreshes automatically, but you can pull new mail any time with the Refresh emails button on the main screen.

Tasks & checklists

Tasks are the heart of Triage. Each task can carry a checklist of sub-items.

1. 1

   Create a task

   Click New task (or press Ctrl·N) on desktop; tap the + button on iPhone.
2. 2

   Add a checklist

   Open a task and use the Checklist section to add items — e.g. a task "Aldi shopping" with items Milk, Cheese, Chips. Tick each one off; the task shows its progress (e.g. 2/5).
3. 3

   Complete, snooze, or set a due date

   Use the buttons on the task. Snoozed tasks come back when you choose; due tasks can remind you.

Dictate a task (iPhone)

1. 1

   Tap + then Dictate

   On iPhone, tap + to add a task, then tap Dictate and speak. Triage transcribes your words into the task title — tidy it up and save.

Share tasks with a team

A team shares its tasks so everyone works from one list. Your email and mailboxes stay private — only tasks are shared.

1. 1

   Create a team

   Desktop: Settings → Team → Create. iPhone: Settings → Manage team → Create. You become the owner and get a short share code.
2. 2

   Add members

   Share the code with your team. Each person opens Triage, goes to the Team screen, and chooses Join, entering the code. Their existing tasks join the shared list.
3. 3

   Remove a member (owner)

   As the team owner, open the Team screen and choose Remove next to a member. Their tasks return to their personal list. Anyone can Leave a team themselves.

Manage your account

1. 1

   Sign out

   Removes your licence and mailbox connection from this device, without deleting your data.
2. 2

   Delete your account

   iPhone: Settings → Delete account & data permanently removes your Triage account and everything synced to it. This cannot be undone.
3. 3

   Privacy

   See our privacy policy for how data is handled.