Pinning Chats and Setting Reminders in Trident (macOS)

Pinning Chats and Setting Reminders in Trident (macOS)

In this article, we'll see how you can pin chats for quick access and set reminders for yourself and your teammates. 

InfoNote: This article explores pinning chats and setting reminders 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:

  1. Click open the chat.
  2. Click the More Options  icon in the chatbox header.
  3. Select Pin Chat and click My Pins (Default)

Alternatively, you can also:

  1. Right-click the chat you want to pin from the chat list.
  2. Select Pin Chat and click My Pins (Default).


Notes

Notes: 

  1. You can expand and collapse pinned chat folders by clicking the folder in the pinned chat list.


InfoLearn more about pinning chat messages.

Unpinning Chats

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

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

Alternatively, you can also:

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

Notes

Note: The unpinned chat will be removed from under the My Pins section of the chat launcher tab. 

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:

  1. Click the More Options  icon in the app menu bar
  2. Select Reminders from the menu list.
  3. Type your reminder in the Set a reminder textbox
  4. Pick a due date.
  5. Click Set

Assigning Reminders for Your Teammates

To set a reminder for one or more teammates: 

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

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

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

Notes

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: 

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

Notes

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:

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

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

Deleting Reminders

To delete a reminder you've set: 

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



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