Introduction
👋Welcome to Triark Cloud
🧩Core Modules Overview
💡Key Triark Concepts
🏢Using Triark in Your Organization
🧠Triark Terminology
🛟Getting Help & Support
Getting Started
📄Set Up Standard Categoires & Statuses
🚀 Create and Set Up a Project in Triark
📄 Introduction to the Document Module
Document
📥Importing Document Lists
📂 Introduction to the Document Module
📄Working in the Document List View
➕ Creating a New Document
📑 Duplicating Documents
🗑️ Deleting Documents
📤 Export & Download Options
📄 Document Info
📄 Revisions
🗂️Draft (SharePoint Integration)
🔄 Workflows
👤 Connect Persons to Document
📎 General References Overview
Project
🗂️ Introduction to the Project Module
📋 Working in the Project List View
➕ Create a New Project
📄 Duplicate a Project
🗑️ Deleting a Project
🗂️ Using Project Templates
🗂️ Project Info
🏢 Project and Company relation
🧑‍💼 Persons Linked to Projects
🗂️ Folder, WBS & Zone Structure
🔐 Project Access Tab
📄 Document Access in Projects
🏷️ Access Tag Tab
📦 Product Access
Explorer
📂 Explorer Module Overview
Product
📦 Product List Overview
➕ Creating a New Product
📝 Editing Product Information
🗑️ Deleting a Product
📂 Product Categories and Statuses
⚙️ Product Technical Information
🔗 Managing Product Children
🏢 Adding Suppliers and Companies to a Product
📎 Managing Product Files and Attachments
📑 Document References in Products
Workflow
📋 Overview & Creation
📋 Assigning and Managing Workflow Tasks
➕Adding & Editing Main Details
📂 Files Tab
📜 Tracking Workflow Status Changes
CRM
🏢 CRM Companies Overview
➕ Creating and Editing a Company
🗂️ Managing Company Details
🗑️ Deleting a Company
👥 CRM Persons
Standard
🗂 Project Categories & Statuses
📄 Document Categories & Statuses
📦 Product Categories & Statuses
🔄 Workflow Categories & Statuses
🧾 CRM Categories & Statuses
📁 Project Folder Templates
🗂 Project WBS Templates
🧩 CRM Segments
👤 Roles Person
🏢 Roles – Company
📍 Project Installations
User Administration
👤 User List Overview
🧑Managing Basic User Information
🔑 How to Create a System User and Set Login Access
🛡️ Tracking Security and Session Logs
Bookmark
📑 Bookmark Module Overview

Search results

No matching results.

Only available on larger screens