Mobile App - Batches and Files
Objective is to understand how to upload files using batches on the Trak mobile app and sort them to the proper partnership.
Key Steps
- Using the bottom menu on your phone, you’ll navigate to files subpage.
- Once in files, on the top right you will see the option to “add files.” This will prompt your photos to open and for you to select the photos you want to upload.
- When you’ve selected the files to upload a screen will pop up to prompt you to assign them to a partnership or upload without organizing.
- If you upload without organizing it will automatically create a new batch and you can sort them later.
- When you choose to assign the partnership to the files, it’ll take you file by file and provide a dropdown for you to select the partnership and task it belongs to.
- Within this process you are able to rename files, add descriptions and even a status.
Tips for Efficiency
- Upload files right after an event while it’s top of mind, it’s okay if you don’t know partnerships yet because you can upload them without organizing.
- Once you’ve uploaded files, you will be able to access them from mobile or web.