Using the triConvey Daily Digest

The Daily Digest is the right-hand panel, located within the Matters tab, in the triConvey Desktop App.

Table of Contents

• Daily Digest features
• Hide the Daily Digest or its features
• Subscribe to Daily Digest emails
• Did you know

Daily Digest features

Use the Daily Digest to see today's activities, calendar events, phone messages and tasks to easily keep track of matters.

Hide the Daily Digest or its features

To hide specific sections in the Daily Digest, select the arrow icon next to a section to collapse it.

To hide the Daily Digest altogether, select the arrow icon on the bottom-right corner.

Subscribe to Daily Digest emails

To receive your Daily Digest by email every morning:

1.    Select the gear icon from the top-right corner of the triConvey Home Dashboard.

2.    Select Outlook and Notifications.

3.    Tick Send me a daily summary e-mail every morning. 

Tip:  To test, select (Send now).

4.    Select Save.

Tip:  These settings only apply to each individual user profile.

Did you know

• Overdue tasks will show up with red text and how many days they are overdue.
• You should receive your daily digest in your email every morning. If you are not receiving it, please contact your Account Manager or our Support Team to assist in getting it set up.