Leveraging Remote Work Tools in Trident (macOS)

Leveraging Remote Work Tools in Trident (macOS)

In this article, we'll see how teams can remain productive regardless of when and where they are working. 

InfoNote: This article explores remote work tools in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation. 

Updating Cliq Status

You can change your Cliq status from the status bar on the Cliq homepage and from the app menu bar. Mentioned below are the status options available in the status bar:

Available for collaboration

You will receive all notifications.

Engaged at work

Notification sounds will be disabled, but you will still receive messages.

Meal break

Timed status: 

Meal Break—60 minutes

Short Break—15 minutes, 30 minutes, 45 minutes, 60 minutes

Short break

DND

You will not receive notifications for messages and calls.

To set your status from the Cliq status bar:

  1. Navigate to the Cliq homepage.
  2. Click the icon of your choice to set your status.


To set your status from the Cliq left pane:

  1. Click the current Cliq status below the New Chat button. 
  2. Choose the preferred status from the list of options that appear. 

Alternatively, to set your status from the User Profile:
  1. Click your profile image in the top-right corner of the app. 
  2. Select the current Cliq status from the drop-down menu.
  3. Choose the preferred status from the list of options that appear. 

Notes
Notes
  • By default, your Cliq status will be set as Available for Collaboration.
  • The time taken for a status to change to Idle due to inactivity is 15 minutes.


Creating Custom Status

You can choose from built-in statuses or create your own custom statuses in Cliq. To create custom statuses:

  1. Click your profile image in the top-right corner of the app.
  2. Select your current Cliq status from the drop-down menu.
  3. Click the status icon at the bottom of the drop-down menu and choose the icon you want.
  4. Type in your personalized status in the status textbox and hit return.


Alternatively, to set your custom status from the Cliq left pane:

  1. Click the current Cliq status below the New Chat button. 
  2. Click the status icon at the bottom of the drop-down menu and choose the icon you want.
  3. Type in your personalized status in the status textbox and hit return.


Checking Cliq Status 

You can check the Cliq status of your personal, organizational, and external contacts from Trident. The Cliq status is always displayed along with the user's contact name and profile image. If they are available, a green dot will be present next to their name.

Setting Notifications for Availability  

If your coworkers are away, on a break, or yet to check in, you can set notifications to know when they become available. To set the notification:

  1. Open the contact card or the contact details of the coworker whose current status matches one of the conditions mentioned below.  

  2. Click Notify When Available or Notify When Checked-In

The Notify When Available and Notify When Checked-in options are available for the following statuses:

Statuses

Options

Busy

Notify When Available

Idle

Away

On a Cliq Call

In a Meeting/Webinar

Yet to Check in

Notify When Checked-In

Leave

Out

 

Info
Learn more about accessing the contact cards and contact details.

You will receive a notification when the coworker becomes available or checks in to work. You can initiate a chat or call from the notification.

NotesNote: The Notify when Available option will also be available when users are on Meal Break and Short Break, unless your organization's admin has configured otherwise.  Learn More

Tracking Attendance 

You can check in and check out directly from Cliq to facilitate efficient remote work. The timer starts recording your working hours as soon as you check in. Similar to swiping the ID or employee badge when you enter and exit your organization, you can check in and check out within the app with a single click.

To record your working hours, click the Check-In button on the Cliq homepage or from the User Profile. Click Check-Out when you log out for the day. 

Cliq Home Page

User Profile

Notes

Notes: 

  1. If location sharing during check-in/check-out is mandated in Zoho People, Trident will need access to your location to check in and check out of work.
  2. You can also check in and check out from the Leave Tracker widget and the Smart Assistant. 

Exploring Cliq Homepage

The Cliq home page consists of various panels that offer quick ways to communicate and collaborate with your teammates. 

Viewing Department Members

Department view is an easy and efficient way to search for the members of a department. This view gives you thorough information about your team. 

There are three categories in this view.

  • At Work: Lists all of the department members who have checked in and are available. Additionally, you can also view all of the members of the department who are working remotely or are working from the office. 
  • Away: Lists members who have marked their status as "Away" or are on leave.
  • Meetings: Lists departments' ongoing and scheduled meetings.
Department Head: Displays the department head's name next to the department member's search. 
To view members from other departments: 
  1. Click on your department name, 
  2. In the drop-down menu that appears, select the desired department. 

Frequent Contacts

This view displays the members of the organization that you interact with most often. You can click on a contact to start a Cliq chat with them.