Move data fluidly

Carry out your tasks quickly—drag and drop an email attachment to a chat instead of downloading the attachment, saving it locally, uploading it, and finally sharing it via chat. Explore numerous shortcuts to lengthy workflows by dragging and dropping data like text, contacts, date and time, files, geo-location, and URLs.

Perform contextual actions

Complete your preferred actions instantly, even as Smart Flow automagically determines the relevant action to take—based on what data you drag and where you drop it. For instance, drag the email address of a colleague and drop it in a WorkDrive file in the Widget, and Smart Flow will share the file with the contact.

Act across modules and services

Leverage Smart Flow to drag and drop data seamlessly between all of the modules in Trident and the integrated Zoho applications. Drag an email attachment and drop it in the WorkDrive Widget to upload it and do more than what meets the eye.

Explore Smart Flow's unlimited possibilities

 

Share files from email to chat and vice-versa

 

Upload files to the WorkDrive widget

 

Share WorkDrive files with contacts

Can I set reminders for tasks?

Yes. You can set reminders for tasks and also opt in to receive notifications for overdue tasks.

How can I organize my tasks effectively?

By default, personal tasks, tasks assigned to you, and group tasks are sorted into categories such as delayed tasks, tasks for today, upcoming tasks, and those without a due date. You can organize your tasks by grouping them based on due date, priority, or specific groups.

Can I assign tasks to my teammates?

Yes, you can assign tasks and subtasks not only to your teammates but to anyone within the organization.

Can I view tasks assigned to me from Zoho Projects or Sprints?

No. You can't view tasks from Zoho Projects or Sprints in Trident.