See when your emails are opened, find files across clients effortlessly, and enjoy an even more accurate AI-credit system—all designed to keep your workflows running faster and smarter.
Activity History: Track When Your Emails Are Opened
When you send important workflow emails—assignments, reminders, etc.—you need to know one simple thing: did they actually read it?
Now, you’ll know for sure.
What’s New
Trisk’s Activity History now captures every time an email sent from the platform is opened. Each open event is automatically logged and visible right alongside other actions.
Each open is timestamped, linked to the relevant workflow, client, form, and shown under “All Activities” and the new “Emails” tab in Activity History.
How It Works
Every outbound email from your Trisk workspace now includes secure tracking. When a recipient opens the email, the platform logs that event instantly.
- Every open counts: Each time the message is opened, it’s logged individually.
- Forwarded emails included: If a forwarded email is opened, the open event is still recorded (under the original recipient’s name, not the new viewer’s).
- Clear permissions: Users only see open events they’re authorized to view.
Why It Matters
In professional service workflows, communication is everything. Whether you’re sending compliance forms, client onboarding tasks, or approval requests, knowing that an email was opened helps you:
- Confirm delivery and engagement – See exactly when clients interact with your messages.
- Follow up intelligently – Focus reminders where they’re truly needed.
- Improve accountability – Teams and clients alike can verify message engagement for any workflow.
No more guessing if your client saw that reminder. With email open tracking in Activity History, you gain the visibility and confidence to keep every workflow moving forward smoothly.
Garage: Smarter Search That Knows Where to Look
We have always made it easy for users to manage documents and workflows across their workspace. With this update, that experience gets even better.
Some users have access to several client accounts —for example, managing documents for multiple companies or departments they work with. It’s easy to search for a file in one client’s Garage, only to realize it actually lives in another.
Now, Trisk makes that context unmistakable with clear visual cues and smart suggestions. You can instantly see which client you’re logged into and smoothly switch if you need to look in another one—so finding the right files feels effortless every time.
What’s New
Visible Context: The sidebar now displays “Selected Client:” with a green highlight, so you can immediately see which client workspace you’re working in.
Consistent Headers: The client name now appears at the top of the Garage page and its sections, reinforcing where your current files and tasks belong.
Smart Search Suggestions: If a search under one client shows no results, but you have access to others, Trisk’s smart search will suggest searching options.
Click the suggestion, and the platform automatically switches context and repeats your search—seamlessly and instantly.
How It Works
When you log in, you will see your active client name at the top of the left-hand menu and the Garage page.
If you search for a document and no results appear, the platform will show an inline suggestion to search in another client you have access to. Clicking the suggested client name instantly switches you to that client’s Garage and automatically runs the same search there.
It’s a quick way to check another client’s workspace when you can’t find what you’re looking for.
Real-World Use Cases
Multi-client users: When you manage several clients, you can easily switch and try your search in another client’s Garage with a single click.
Personal document areas: Users with dedicated roles (like “John Doe”) can easily navigate between their personal and departmental client Garages with full clarity.
Why It Matters
In professional service environments, users often wear multiple hats. This update eliminates confusion and keeps every search focused, so your time goes to the work that matters, not to finding where it lives.
It’s smooth, context-aware navigation that keeps you on track.
Optimized AI Credits
In January 2025, we introduced AI Credits — a simple, transparent way to manage and optimize your AI-powered tools in Trisk.
Since then, Trisk’s AI capabilities have grown—from workflow creation and OCR to Email Triage, Organizational Knowledge, and beyond. We’ve optimized how AI Credits work behind the scenes to ensure even greater accuracy and consistency across all AI-powered features.
Every AI action continues to be logged automatically under Governance → Billing → AI Credits History, giving you complete visibility into credit usage and cost tracking.
No action required — just a more precise, optimized system keeping your Trisk AI experience reliable, transparent, and effortless.
Each of these updates brings more clarity and control to the everyday tools you use in Trisk—making your workflows smoother, your communication more transparent, and your automation more accountable.
The less you chase files, follow-ups, or reports, the more time you have to move business forward. That’s what Trisk is built for.
Explore even more cutting-edge features that will add significant value to your Trisk experience:
- Forms That Fill Themselves with OCR – Upload a file and let Trisk do the typing.
- Email Triage with Trish AI – Reclaim 200+ Hours/Year per Employee
- Trisk Tables – Why You’ll Never Go Back to Excel Spreadsheet
