Triage messages in mobile Chat

Create, track, and complete action items from Chat messages on the mobile app. Triage action items to colleagues and see when the work is completed.

Screenshot of two triaged messages in mobile Chat.png

Feature availability and limits vary by plan and user role. Learn more

Triage messages

To triage a message in a Channel or direct message:

  1. Tap and hold the message.
  2. Select Triage.
  3. Choose a way to triage the message:
    • Search: Use the search bar at the top to select an assignee or connect a task.
    • Assign to: Assign the message to someone. The assignee will be displayed above the message.
    • Create task with AI: Use Brain to create a task using the thread context. The new task can be accessed from directly above the message.

      Only Workspaces with the AI add-on can create tasks with AI.

    • Connect task: Connect a relevant task to the message. The connected task can be accessed from directly above the message.
    • Create task: Manually create a task. The new task can be accessed from directly above the message.

Screenshot of the triage options.

Resolve triaged messages

To resolve a triaged message, tap Resolve above the message. The person who resolved the action item is displayed above the message.

Screenshot of a messag with the resolve button.

You can also tap the expand button next to Resolve to resolve, unassign, or edit the triage options.

Access triaged messages

Once a message is triaged, the method of triage will display above the message in its Channel or direct message.

Screenshot highlighting the triage information above a message.

Messages that have been triaged to you are displayed in the FollowUps tab of Chat. If the message was assigned to you, it will also display in the Activity tab.

Screenshot highlighting the activity and followups tabs in mobile Chat .png

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