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Creating a Track

When working with Tracks, you can create a new one either in a simple way or with advanced options. Once created, you can invite people, send messages, change settings, and add apps or widgets.

Caroline Fornhoff avatar
Written by Caroline Fornhoff
Updated today

Creating a Track

Create a new Track by clicking the “Create Track +” button at the top right of your Tracks overview.

You’ll see a form with the following options:

  • Track name — name your Track (e.g. “Coaching John”)

  • Advanced settings (optional but not necessary)

    • Assign tags — add one or more tags during setup

    • Who is the Track Leader? — assign a default leader to this Track. If you select a workspace user in this list, you will not be a Track Leader in this Track.

Once filled out, click Create Track to confirm.


Inside the Track: what you can do next

Once your Track is created, several features are available to manage and customize it:

1. Invite participants

You can invite people to join the Track — typically via an invitation or link — giving them access to the Track content.

2. Send a message via chat

Use the built-in chat area to send messages to participants in the Track directly.

3. Modify Track settings

Via the gear icon or settings menu, you can change:

  • Track name

  • Assigned tags

  • Track Leader

  • Visibility

  • Any specific access rules or settings

4. Add apps and widgets

You can enhance the Track by adding:

  • Apps (extra modules or tools)

  • Widgets (small interactive blocks visible inside the Track)

This way, you can tailor each Track to the needs of your workspace.

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