Managing One-on-One Chats, Groups, and Channels in Trident (macOS)

In this article, we'll explore the various features that will help you organize and utilize your chats efficiently.

Note: This article explores managing one-on-one chats, groups, channels in the Trident desktop app. Click here for the Zoho Cliq web app's help documentation.

Pinning Chats

To pin a one-on-one chat, group, channel, or threaded conversation:

Click open the chat.
Click the More Options icon in the chatbox header.
Select Pin Chat and choose a chat folder.

Alternatively, you can also:

Right-click the chat you want to pin from the chat list.
Select Pin Chat and choose a chat folder.

Notes:

You can create pinned chat folders from Zoho Cliq on the web.
You can expand and collapse pinned chat folders by clicking the folder in the pinned chat list.

Learn more about pinning chat messages.

Unpinning Chats

To pin a one-on-one chat, group, channel, or a threaded conversation:

Click open the chat.
Click the More Options icon in the chatbox header.
Select Unpin.

Alternatively, you can also:

Right-click the chat you want to unpin from the chat list.
Select Unpin Chat.

Setting Reminders

In addition to setting reminders for specific messages, you can set general reminders for yourself or for your teammates.

Assigning Reminders for Yourself

To set a reminder for yourself:

Click the More Options icon in the app menu bar.
Select Reminders from the menu list.
Type your reminder in the Set a reminder textbox.

Assigning Reminders for Your Teammates

To set a reminder for one or more teammates:

Click the More Options icon in the app menu bar.
Select Reminders from the menu list.
Type your reminder in the Set a reminder textbox.
Pick a due date.
Click the Assign User icon.
Search for the user by typing their name or email address and select them from the list of suggestions and click Add.

To assign more users to a reminder you've already created:

Click open the reminder.
Click Assign.
Search for the user by typing their name or email address and select them from the list of suggestions.
Click Add.

Note: To remove a reminder for a user, hover over their name and click the Remove icon.

Reminding Users

You can remind all the assigned users if they haven't completed the reminder by clicking it open and selecting Remind All.

To remind a specific user, hover over their name, and click Remind.

Viewing Reminders

To view all of your reminders:

Click the More Options icon in the app menu bar.
Select Reminders from the menu list.
Toggle between the Assigned to Me and Assigned to Others tabs.

Note: Reminders you've set for yourself will appear under the Assigned to Me tab.

Marking Reminders as Complete

To mark a reminder you've assigned for yourself or those that your teammates have assigned to you, as complete:

Click the More Options icon in the app menu bar.
Select Reminders from the menu list.
Under the Assigned to Me tab, look for the reminder you want to mark as complete.
Check the reminder to mark it as complete.

Alternatively, click it open and select Mark as Complete in the reminder details pop-up.

Deleting Reminders

To delete a reminder you've set:

Click open the reminder you want to delete.
Select Delete in the reminder details pop-up.

Accessing Chatbox Features

To access the chatbox features:

Click the More Option icon in the chatbox header.
Choose the required option.

The various options, their descriptions, and illustrations are as follows.

View Media: To view all multi-media files (images, videos, audio, files, and links) shared in a conversation.

Pin This Tab: To prevent a chatbox from disappearing, while having multiple chatboxes open.

You can unpin a chatbox by clicking the Pin

icon on the chatbox header and selecting Unpin This Tab.

Pop Out: To pop out the chatbox as a window and to pop in the chatbox inside the app.

Mute: To silence messages and notifications. However, if a user @mentions you, you will be notified. You can mute a channel for one hour, eight hours, one day, one week, or forever.

You can also mute a chat by right-clicking the chat in the chat list and selecting Mute from the menu list.

Notes:

Muted chats will be listed under the Muted chat launcher tab.

You can unmute a chat using the Unmute option.
Does not apply for threads.

Turn Off History: To disappear messages and not store them after they're seen by the recipient.

Notes:

You can resume storing the chat history using the Turn On History option.
Does not apply for channels.

Copy Chat URL: To copy a chat's URL and share with other users.

Note: This applies to group chats, threaded conversations, and forked conversations.

Copy Channel URL: To copy a channel's URL and share with other users.

You can also copy channel URL from channel profile icon > More Options > Copy Channel URL.

Clear Messages: To clear the entire conversation from a channel. The complete chat history will be lost and cannot be restored. This option is available only for channels.

You can also clear messages in a channel from channel profile icon > More Options > Clear Messages.

Delete: To delete a channel. This option applies only for channels. You cannot delete one-on-one chats, groups, or forked conversations.

You can also delete a channel from channel profile icon > More Options > Delete.