Discover: the template library of TracklerPro

The Discover library contains ready-made templates that help you set up your workspace. Whether you are looking for a form, want to automate a workflow, or need to set up an onboarding: you do not have to start from scratch.

You can access Discover via the menu on the left side of your workspace.

Under the Apps tab you find templates for forms, onboardings and programmes. You can filter by app type using the categories on the left, such as Forms, Onboarding or Programmes. You can also filter by category such as Intake, Reflection, Feedback or Team.

Click on a template to see a preview with a description, key benefits and an example of the content.

Click Install template to add it to your workspace. After installation the template can be found in the corresponding app, for example under Forms or Onboardings.

Under the Workflows tab you find ready-made workflows that you can install directly. Each workflow includes a description of what it does and which apps or settings are required before you can activate it.

Click Install template to add the workflow to your workspace. After installation the workflow can be found under Workflows in your workspace. If the workflow includes an onboarding or form, that will also be added to the corresponding app automatically.

Under the Reports tab you find report templates that give you insight into the progress of your Trackees or the activity within your workspace.

After installation you can adjust everything before activating it. Workflows are paused by default and you activate them manually once you have set them up. Forms, onboardings and other templates are adjusted via the corresponding settings in your workspace.