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Tripgrid Workflow Glossary

A list of common terms used in Tripgrid

Updated over 6 months ago

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Dashboard (Home): A dashboard is a user's home view. By default, it displays all trip data from the associated workspace. Users can customize the blocks of their dashboard and create new grids.


Grid: A grid is a filtered set of trip data. It is created by removing data from the dashboard and saving the filter set. A user can customize the blocks of a grid and share access with other users within their workspace.

Document: A document is a view that displays data from a grid in a format determined by the user. It can be customized with elements such as travel tables, maps, headers, text, images, and more. Documents can be shared via a live link or downloaded as PDFs.

Blocks: Elements are what users place in documents to display content. A block could be a travel table, header, text, or more. Elements are very customizable, from their color to their placement.

Field: These are the columns of data.

Field Type: A field type determines its functionality. Field types include single select, multiple select, date/time, traveler, currency, location, airport, station, and more.


PNR: Passenger Name Record is a record in the computer reservation system (CRS) database that contains the itinerary for a passenger or a group of passengers traveling together.

Platform: The Tripgrid Platform offers services ranging from Project Management to data Management, Budget Management, and Documentation. We categorize these services into three categories: Capture, Organize, and Manage.

Table: A table stores similar (structured) data; each grid can have multiple tables.

Tag Group: A Tag group is a collection of tag options. They are created at the workspace level and intended to help users categorize their travel and traveler data.

For example, a tag group could be Fruit, with tag options such as banana, apple, or orange.

Tags: A Tag is the selectable option(s) of a Tag Group.

Travel: Travel is the language used to represent a flight, transportation, accommodation, rail, or event inside the Tripgrid workspace.

  • Flight Trip: This is a travel type. It can be one or more flight segments grouped together by a common identifier, such as a confirmation number.

  • Rail Trip: This is a travel type. A common identifier, such as a confirmation number, can group one or more rail segments.

  • Segment/Leg: A segment/leg describes a single flight or rail travel type. A flight or rail travel type can contain one or more segments/legs and comprises field types.

  • Transportation: This is a travel type. It is made up of custom field types.

  • Accommodation: This is a travel type. It is made up of custom field types.

  • Event: This is a travel type. It is made up of custom field types.

  • Itinerary: A collection of travel that is associated with a traveler.

Traveler: Travelers can be added to the Tripgrid workspace.

  • Traveler Profile: Every traveler inside Tripgrid has a Traveler Profile that is made up of custom fields.

User: A user describes an authenticated user within a Tripgrid workspace. Users can have different roles within the workspace.

  • Collaborator: The default Tripgrid user role is a collaborator. Collaborators have permission to add travel, create grids, build documents, and manage profiles.

  • Administrator: An administrator is a promoted user role. Administrators can add and remove other users from the Tripgrid workspace. They have permission to configure workspace settings.

Workspace: A workspace collects user, travel, and traveler data.

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