Programs let you build structured journeys within Trackler. Each program consists of a series of milestones that can be automatically marked as completed based on specific events in a user's Track.
You can find Programs in the main menu.
Program Overview
In the overview, you'll see all programs in your workspace.
For each program, you’ll see:
Name
Status (Active or Inactive)
Created on
Functions in the overview:
Click New Program to start a new one
Use View to select or sort columns
Search programs by name
Use the ⋯ menu per program to edit, enable/disable or delete
Creating a New Program
When creating a new program, you’ll work across three tabs:
Steps – add milestones
Settings – adjust icon, color, and description
Metadata – add extra data
1. Steps: Building Milestones
Click + Create first milestone to add a milestone. You can:
Add a name and description
Choose an icon and color (via the Settings tab)
Optionally hide the milestone from Trackees (only visible to Track Leaders)
Automatically mark as completed
Set conditions that automatically complete the milestone based on events such as:
Examples of triggers:
Appointment has passed
Appointment created
Form submitted
Invitation accepted
For each condition, you choose:
A field (e.g. appointment title, end date, location, track tag)
An operator (e.g. "is equal to", "contains", "has items")
A value (e.g. a specific tag or text)
You can combine multiple conditions using AND / OR.
2. Settings
In this tab, you define visual characteristics of your program:
Icon – choose a suitable pictogram
Description – optional, for extra context
Color scheme – visually distinguish your program
3. Metadata
Use this tab to add extra information that can be used later in Workflows or analytics.
Each metadata entry consists of:
Key (e.g. "cohort", "target group")
Value (e.g. "Fall 2025", "Team Leaders")
This information is internal and not visible to Trackees.
Activating a Program
A new program is saved as Inactive by default.
To activate it, toggle the switch in the top right and click Save. The program will then be available for use in Tracks.
Change a Program on Track level
Each Track can follow a different program. You can adjust an existing program at the Track level — for example, if you want to make an exception for a specific situation. You can learn more here.