Dashboard Overview

This guide will help you navigate the dashboard within the Trak platform, offering a comprehensive overview tailored to your specific access level and business needs.

Dashboard Overview

The Trak dashboard serves as a centralized hub, providing a real-time snapshot of crucial business activities. Tailored to individual access levels, it highlights key metrics and updates, allowing users to stay informed without delving into specific jobs or projects unnecessarily.

Activity Feed

At the heart of the dashboard lies the Activity Feed, offering a live stream of ongoing activities within your business. Whether it’s safety updates, method statements, task progress, or file uploads, the Activity Feed ensures you’re always updated. Each entry is meticulously time-stamped and user-specific, providing clarity on who did what and when.

Job and Financial Insights

In addition to the company-wide Activity Feed, each job and financial component within Trak features its own dedicated activity feed. This allows for a quick historical overview of actions taken within specific jobs or financial transactions, enhancing transparency and accountability.

Schedule and Tasks Management

On the right-hand side of the dashboard, users can access their schedules and task assignments. Integrated with the user calendar, this feature displays upcoming job schedules, along with any associated notes or details. Tasks allocated within Trak are also prominently displayed, providing visibility on pending and completed assignments. Users can conveniently mark tasks as complete directly from the dashboard, streamlining communication and workflow management.

Navigation and Quick Actions

Navigating the Trak platform is intuitive. On the left-hand side, users can search for jobs, create new ones, or favorite frequently accessed jobs for quick access. Recently viewed jobs are also conveniently listed, ensuring easy retrieval of recent activities.

Comprehensive Business Overview

Across the top of the dashboard, users can access a range of functionalities tailored to provide a comprehensive business overview. From viewing all jobs, safety records, and financial reports to managing schedules for jobs and subcontractors, every aspect can be monitored from this central hub. This eliminates the need to navigate into individual jobs for specific information, enhancing efficiency and productivity.

Streamlined Financial Management

Trak simplifies financial management by centralizing operations. Instead of entering expenses individually into each job, users can add expenses from the Expenses tab, ensuring uniformity across all projects. Moreover, the Products tab allows for easy management of products and pricing lists, facilitating seamless quoting, invoicing, and order management.

Customization and Settings

Personalize your Trak experience through customization options available under your profile settings. Manage notifications, customize platform appearance, and configure functionality according to your preferences. This ensures that each user can tailor their Trak environment to maximize productivity and relevance.

Conclusion

The Trak dashboard is not just a tool for monitoring; it’s a strategic asset for driving operational efficiency and informed decision-making. Whether you’re managing schedules, tracking tasks, or reviewing financial insights, Trak empowers you with the tools to streamline operations and achieve business success.

For further assistance or to explore more about optimizing your Trak dashboard experience, reach out to our support team via contact@trak.com or utilize the support features within the platform. We’re committed to helping you leverage Trak to its fullest potential. Thank you for choosing Trak as your partner in business management and growth.