Mobile App Login & Navigation Overview
This is a basic login and navigation overview of the Trak Software Mobile App
Objective
To guide users on how to log in and navigate the Track mobile app effectively.
Key Steps
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Download the Track app from the app store or Google Play store and install it on your phone.
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Input your URL or workspace domain on the first page of the app.
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Use the same credentials as the web app to log in.
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Utilize single sign-on providers like Octa or Microsoft Azure if applicable.
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After signing in, view your workspace name and active partnerships.
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Use the search bar or filter options to find specific partnerships.
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Navigate through the bottom icons for partnerships, files, and MyTasks.
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Access your profile page to edit details, adjust settings, and access support.
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Manage multiple workspaces by logging into them simultaneously.
Cautionary Notes
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Ensure the correct URL or workspace domain is input to log in successfully.
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Keep login credentials secure and do not share them with unauthorized individuals.
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Be cautious when editing tasks, files, or user information to avoid accidental changes.
Tips for Efficiency
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Use the search and filter functions to quickly find specific partnerships or tasks.
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Regularly update your profile information for accurate communication within the app.
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Familiarize yourself with the rich text editing options for detailed notes and descriptions.
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Stay organized by utilizing the subtasks, comments, and file management features effectively.
By following these steps, users can efficiently log in and navigate the Track mobile app to manage partnerships and tasks effectively