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Step-by-step guides for Trillitask, Budget, Desk and TrilliNotes, including the handy things that are easy to miss.
Popular: Let family add to a list Text a reminder Using Today Safe to spend Two-step sign-in Delete my account
Trillitask
41 articlesYour assistant: Today, chat, email, reminders, calendar, lists, plans and booking links.
- How Trillitask works
- Set up Trillitask in five minutes
- Find your way around
- Using Today
- Done, Later and the ⋯ menu
Trillitask Budget
29 articlesSafe-to-spend, bills and paydays, statement imports, funds, debt payoff and the money advisor.
- What Trillitask Budget does
- Set up your budget
- Find your way around Budget
- Safe to spend, explained
- Your everyday spending number
Trillitask Desk
16 articlesSupport tickets, branded help pages, AI intake forms, support inboxes and your team.
- What Trillitask Desk does
- Work your ticket queue
- Reply to a customer
- Internal notes
- Turn an email or task into a ticket
TrilliNotes
12 articlesNotes that save themselves, pasted images, version history and smart search.
- What TrilliNotes is and where to find it
- Write a note (it saves itself)
- Formatting and links
- Add pictures and screenshots
- Let TrilliNotes name your note
Account, plans & privacy
12 articlesSigning in, two-step verification, the phone app, notifications, billing and deleting your account.
- One account for every Trillitask app
- Sign in, stay signed in, and reset your password
- Turn on two-step verification
- Your profile: name, time zone, voice and look
- Add and verify your phone number
Handy things people miss
The ask bar: ask, add or find
One box at the bottom of every page. Type to search, press Enter to ask the assistant, or tap the mic and talk.
TrillitaskThings you can ask Trillitask
Tasks, reminders, calendar, email drafts, lists, memories, catch-ups, plans with friends and more, all in plain English.
TrillitaskText Trillitask from your phone
Verify your number once, then text the assistant like a friend: add tasks, set reminders, ask what’s next, even send a photo.
TrillitaskReply with a short answer
Type or say the gist, and Trillitask drafts the full reply for you to edit and send from your own email address.
TrillitaskReply from your own email app and the card clears itself
Already answered in Gmail or Outlook? Trillitask notices your reply and marks the card done for you.
TrillitaskFind anything, including old email
Search tasks, events, email, contacts, notes and more from the ask bar, or use the full search page to dig into older mail.
TrillitaskLet family add to a list, no account needed
Your spouse, kids or roommates can add to your lists by text message, by a private link, or by email, without signing up for anything.
TrillitaskLet family text items to a list
Pick a code word for a list, add your family’s phone numbers, and they text “HONEY buy milk” to add it.
TrillitaskPlan something big, step by step
Type a goal like “move to a new apartment” and get a timeline of 15 to 35 steps, worked backward from your date.
TrillitaskMake plans with someone who isn’t on Trillitask
Ask the assistant to invite anyone by email. Their reply comes back to you inside Trillitask.
TrillitaskShare a booking link
Share one link. People chat with your assistant to pick a time, and the meeting lands on your calendar.
TrillitaskPeople: your contacts
Contacts build themselves from your email. Look someone up, add notes, or get a summary of everything you’ve discussed.
TrillitaskEarpiece: discreet spoken alerts
Leave Earpiece open and it quietly tells you when something new arrives, like “you have a shipping notification”, without ever reading the contents aloud.
Trillitask BudgetSafe to spend, explained
The big number on Home: how much you can spend on everyday things before payday while every bill is still covered.
Trillitask BudgetPayday and bill check-ins
One-tap cards that confirm your paycheck and bills, and help you save any extra.
Trillitask BudgetLog spending in a few seconds
Tap ＋ and type “43 at Costco yesterday”, or just say it. Budget fills in the rest.
Trillitask BudgetThe Savings tab
Your next savings steps, emergency fund, goals and the classic savings rules of thumb, worked out from your own numbers.
Trillitask BudgetThe payoff planner
Compare ways to pay off cards and loans, and see which one frees up the most cash soonest.
Trillitask BudgetAsk your money advisor
Ask about your own money in plain English. It answers with your real numbers and can set things up for you.
Trillitask BudgetShare a budget with your household
Share your budget with a partner or start a new household budget. You each keep a private personal budget too.
Trillitask BudgetGet the Budget app for Android (and iPhone)
Download the Android app from trillibudget.com. It updates itself. On iPhone, add Budget to your Home Screen.
Trillitask DeskTurn your support email into a ticket inbox
Connect support@yourbusiness.com. Every email to it becomes a ticket, and replies go out from the same address.
Trillitask DeskCreate an AI intake form
Visitors have a short chat with an AI that asks your questions, follows up on vague answers, and files the result.
TrilliNotesAdd pictures and screenshots
Paste a screenshot, drop an image onto the page, or use the image button.
TrilliNotesSearch tips
Search finds words, exact phrases and related notes about the same thing. Use quotes and minus signs to narrow it down.
TrilliNotesGo back to an earlier version
Every note keeps its history. Preview an older version and restore it in one click.
Account, plans & privacyGet Trillitask on your phone
Add Trillitask to your home screen so it opens like an app and can send you notifications.