# Triage
URL: https://docs.clearly-ai.com/docs/triage
Description: Configure a triage review template so the Projects table shows cross-project review status.
**Triage** adds review status columns to the **Projects** table so teams can scan a portfolio and see which projects need attention.

## How triage works [#how-triage-works]

Triage uses a configured review template to turn a few important review questions into project-level status columns. Clearly AI reads the latest review for each project that used that review template, then shows whether each project is compliant, non-compliant, missing information, or has no known status. Hover a triage column header to see the full question text, and open the project to inspect the underlying review answer, citations, and notes.

## Configure triage [#configure-triage]

Only triage-enabled review templates can be selected for the Projects table. A triage-enabled review template has specific questions configured as triage columns.

<Steps>
  <Step>
    ### Choose the triage review template [#choose-the-triage-review-template]

    Open **Settings > General**, choose a **Triage Review Template**, and turn on **Triage Table**.
  </Step>

  <Step>
    ### Create a workflow [#create-a-workflow]

    Configure a workflow trigger for events such as Jira issue updates, GitHub pull request updates, ServiceNow record changes, or other intake signals.
  </Step>

  <Step>
    ### Start the triage review [#start-the-triage-review]

    Add a workflow action that creates or updates the project and starts a review with the triage review template. See [Workflows](https://docs.clearly-ai.com/docs/workflows) for trigger and action setup.
  </Step>
</Steps>

The table uses the latest project review for the selected review template. If a project has not run that review template, the triage columns show no status for that project. If a review template does not appear in the picker, it has not been configured for triage.

You can also run a one-off triage the same way you run any review: open the project, confirm it has useful sources, and start a review with the triage review template. Triage reviews are still reviews; they are just configured to roll selected statuses up to the Projects table.

## FAQs [#faqs]

<Accordions>
  <Accordion title="Why aren’t the triage columns visible?">
    Check **Settings > General**. A **Triage Review Template** must be selected and **Triage Table** must be on.
  </Accordion>

  <Accordion title="Why does a project have blank triage cells?">
    The project may not have a review using the configured review template, or the selected review template may not have a status for that column.
  </Accordion>

  <Accordion title="Why is a triage column missing?">
    The question may not be configured as a triage column in the review template.
  </Accordion>

  <Accordion title="What should I do if a triage icon looks wrong?">
    Open the project’s review and inspect the underlying answer. Update the sources or regenerate the review if the evidence changed.
  </Accordion>
</Accordions>