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Training Session November 2025
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Rob Toon

What’s New: November 2025 Release | Triage Overview, End-User Experience, Admin Setup & More

Join Rob Toon for a deep dive into Triage. In this session, Rob breaks down how Triage helps teams review, score, and prioritise ideas and projects with far more consistency and clarity. You’ll get a full walk-through of the end-user scoring experience, new insights and reviewer reminders, practical examples of how Triage can be applied across different processes, and a behind-the-scenes look at how to configure everything in Admin.


Ideal for teams looking to standardise scoring, improve visibility, and drive better decision-making.

What will I learn?

How Triage works and why it matters for structured scoring, prioritisation, and improving decision-making across your pipeline.
How end users interact with Triage, including scoring, reminders, insights, and nudging reviewers to take action.
How to configure Triage in Admin, set up workflows, and adapt it to different real-world scenarios and processes.

What next?

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