Project Trident

The Project Trident add-in for Outlook connects your inbox to your projects — so important emails don't get lost in the noise.

If you run a small engineering or survey firm, you know the drill: a client sends approval to proceed on Phase 2, a subconsultant flags a scope issue, or a project manager forwards a critical update — and it all lives buried in someone's inbox. Project Trident fixes that.

What it does

With the Project Trident Outlook Add-in, you can save email summaries directly to your Trident projects without leaving Outlook. Select an email, choose a project, and the key details — subject, sender, date, and your notes — are logged as a project note in Trident. No copy-pasting. No forgetting to update the project file.

Who it's for

Project Trident is purpose-built project management software for small engineering and survey firms (1-50 employees). The Outlook Add-in is designed for firms that rely on email for client communication and need a simple way to keep project records complete and up to date.

Key features

• Save email summaries to projects — Log important client and team emails as project notes in one click
• Stay in Outlook — No need to switch apps or break your workflow
• Link emails to specific projects — Search and select from your active Trident projects right in the add-in panel
• Add context — Include your own notes alongside the email summary so your team has the full picture

Part of the Project Trident platform

This add-in works with your Project Trident account. Project Trident is the all-in-one project management platform built for small A/E firms — covering project tracking, timesheets, phased billing and invoicing, CRM, analytics, and AR management. If your firm has outgrown spreadsheets but isn't ready for enterprise software, Trident was built for you.

Requirements: An active Project Trident subscription is required to use this add-in. Start a free trial at projecttrident.us.