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Basic Navigation Overview

The objective of this article is to provide a step-by-step guide for navigating Trak's web application efficiently and effectively.

Key Steps

  1. Logging In:

    • Access the login page at forward slash login.

    • Use the same username and password for both the web application and the mobile app.

  2. Basic Navigation Overview:

    • Profile Information: Located in the top right, access your profile to edit details, change password, or log out.

    • Help Resources: To the left of the profile, find in-app chat support and learning resources.

    • In-App Notifications: View notifications on partnerships and tasks assigned.

    • Search: Utilize universal search to find people, accounts, or tasks across the platform.

  3. Main Navigation:

    • Me Section: Monitor partnerships, task assignments, and task following.

    • Active and All Partnerships: Differentiate between current and archived partnerships.

    • Sales: Access pipeline deals, leads, products, inventory, and packages.

    • Reports: Utilize default reports like calendar views, data insights, and task reports.

    • Presentations: Create, manage, and search presentations.

    • Files: Access and manage all files attached in Trak.

    • Batches: Upload batches of files strategically on partnerships and tasks.

  4. Understanding Partnerships:

    • Click on a partnership to access subpages.

    • Take actions, export data, and utilize filters, sorting, and grouping options.

    • Navigate through tables of information and visual graphs.

Cautionary Notes

  • Ensure to use the correct login URL and credentials for both the web application and mobile app.

  • Be cautious when taking actions on partnerships, as they may have significant impacts on data and operations.

  • Double-check search results to ensure accurate information retrieval.

Tips for Efficiency

  • Familiarize yourself with the main navigation sections to quickly access relevant information.

  • Utilize the search function for quick access to specific data.

  • Regularly check notifications and in-app chat support for updates and assistance.

  • Organize files efficiently using the batches feature for better file management.

By following these steps and guidelines, you will be able to navigate Trak's web application smoothly and effectively.