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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.

Updated over 2 months ago

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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