Triage items

Triage is where the inbox pays off: you sort captured items into their final home.

How triage works

1. Open an inbox item.
2. TickTad suggests a destination and pre-fills fields.
3. Adjust anything, then save.

The five destinations

Kind	Becomes
Task	A task on your calendar/task list, with date and time pre-filled.
Note	A whiteboard note.
Document	A stored document with a title.
Expense	An expense with the amount and date pre-filled.
Todo	A list (grocery or general) with items.

How suggestions work

TickTad reads the text and looks for signals:

• A currency amount → expense.
• A date or time → task.
• Keywords like “buy”, “groceries”, “shopping” → todo list.
• Words like “invoice”, “receipt”, “bill” → expense.
• Words like “note”, “idea”, “thought” → note.
• Otherwise, a file → document, and plain text → note.

Tip

Triage in batches during your weekly review — the inbox is designed to be cleared, not hoarded.