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
🏷️ Define Company & Person Roles
🏢 Add Companies to the CRM
👥 Add Company Perons to the CRM
🧑‍💻 Enable Users in Triark
🚀 Create and Set Up a Project in Triark
🎯 Using the Project Picker (Global Filter)
📄 Introduction to the Document Module
🧭 Introduction to the Explorer Module
Document
📂 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)
👤 Connect Persons to Document
🔄 Workflows
📎 General References Overview
📥Importing Document Lists
Project
🗂️ Introduction to the Project Module
📋 Working in the Project List View
➕ Create a New Project
📄 Duplicate a Project
🗂️ Using Project Templates
🗑️ Deleting a Project
🗂️ 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
➕Adding & Editing Main Details
📋 Assigning and Managing Workflow Tasks
📂 Files Tab
📜 Tracking Workflow Status Changes
CRM
🏢 CRM Companies Overview
➕ Creating and Editing a Company
🗂️ Managing Company Details
🗑️ Deleting a Company
👥 CRM Persons
Standard
📦 Product Categories & Statuses
🔄 Workflow Categories & Statuses
📄 Document Categories & Statuses
🗂 Project Categories & Statuses
📍 Project Installations
📁 Project Folder Templates
🗂 Project WBS Templates
🧾 CRM Categories & Statuses
🧩 CRM Segments
👤 Roles Person
🏢 Roles – Company
User Administration
👤 User List Overview
🔑 How to Create a System User and Set Login Access
🧑Managing Basic User Information
🛡️ Tracking Security and Session Logs
Bookmark
📑 Bookmark Module Overview

Knowledge Base

Browse articles and helpful tips to get started and learn more about using Triark Cloud.

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