Client instructional guide - Trak | Partnership Activation Software

Welcome to Trak

Step by step instructional guide for all clients using the Trak collaboration platform

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Video Walkthrough

Overview Page

  1. 30 day snapshot - hover over the dots to see open tasks vs completed tasks
  2. Menu - navigate to Tasks and Users page
  3. If you're assigened to multiple accounts, toggle between them with this dropdown
  4. Completion percentage and email settings shortcut button
  5. Edit your profile and notification settings by clicking your profile

Tasks Page

User Page

Settings