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Contacts and Team

Look up colleagues, keep records of other people and companies in Contacts, and see what your teammates have planned in Team.

Two applications are about people. Contacts is the address book of your workspace. Team shows what the members of a project have planned.

Contacts

Open Contacts on the application rail. The navigator has four lists.

ListWho is in it
EmployeeThe people who have an account in this workspace.
GuestPeople who were let into the workspace as guests.
PersonPeople your team keeps a record of who do not work in Tridge: a client, a supplier, a candidate.
CompanyThe organizations those people belong to.

Each list is a table. Use Filter and the search box above it to narrow it down.

Add a person or a company

  1. Open the Person or the Company list.
  2. Select the button with the same name at the top of the list.
  3. Fill in the name and select Create.

Open the new record to add contact details such as Email, Phone and Home page, a location, files and comments.

Message a colleague

Right-click an employee and select Message. Tridge opens a direct conversation with that person in Chat.

Find a contact from anywhere

Press Ctrl+K (⌘+K on macOS) and type a name. Persons and companies appear in the results. To point someone at a colleague, type @ and the colleague's name in a message, a comment or a document.

Team

Team opens the Team Planner. It shows, for the members of one project, the time they have blocked in their Planner and the events on their calendars.

  1. Open Team on the application rail.
  2. Pick a project in the navigator.
  3. Choose Agenda or Calendar at the top right.
ViewWhat you see
AgendaDay by day, what each person has planned.
CalendarEveryone's time side by side, for a Day or a Week.

An entry that its owner keeps private shows as Busy, without its title. You see when the person is taken, not what for.

What Team does not do

  • It does not show how much work a person can take on. There is no capacity or workload view.
  • You plan your own time. To give work to someone else, assign them an issue in Tracker. Planner explains when it appears in their list.

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