What can you do with a Track?
Within a Track, you invite participants, activate the tools you need, and manage the full journey from start to finish. Everything is collected in one place, helping you stay organized and work efficiently.
Inviting users
You can invite one or more people to a Track. For example:
Trackees – the clients or coachees you’re guiding
Track Leaders – colleagues or other team members supporting the process
They’ll get access to the Track as soon as they’ve been invited.
Activating apps in a Track
Each Track can be customized with the apps you need. You can always add or remove them later. Available apps include:
Forms – collect input or feedback
Meetings – schedule and manage sessions
Notes – document notes or session summaries
Onboarding – guide Trackees through their first steps
Programs – structure the journey into clear steps
Adding widgets
Widgets make key information easy to access at a glance. You can add widgets for things like:
Upcoming meetings
Forms
Internal or shared notes
This keeps the Track clear and visually organized for everyone involved.
Who can see a Track?
Only invited users can access a Track. You decide who has access and which apps are visible to them.
Why work with Tracks?
Tracks help you stay organized, bring structure to your workflow, and offer a clear overview at any moment. Everything lives in one space, so you can stop switching between tools and focus fully on supporting your Trackee.
Track Designs
Give each Track a visual identity with its own color, logo, and background. Match the style to your brand, client, or the type of journey you're offering. Read more in this article.