Custom Links

This guide will take you through the Custom Links feature, which allows you to streamline your workflow by creating and saving customized links to different pages within the platform or external resources.

Introduction to Custom Links

  1. Accessing Custom Links:
    • At the top of the Trak platform, you'll find the Custom Links tab.

    • This feature was developed based on valuable customer feedback to enhance navigation and efficiency.

      Customizing Your Workflow:

    • Users often have specific pages or filters they frequently use, such as overdue invoices, detailed job views, or specific client lists.
    • Previously, users had to manually apply filters each time they accessed these pages, which could be time-consuming.

How Custom Links Work

  1. Creating Custom Links:
    • Navigate to any page within Trak.
    • Apply filters or settings that meet your specific needs (e.g., filter invoices by overdue status).

    • Copy the URL from your browser's address bar.

      Setting Up Custom Links:

    • Go to your profile name > Custom Links in Trak.
    • Create a new link and paste the copied URL.

    • Give the link a descriptive name, like "Overdue Invoices," to quickly identify its purpose.

      Managing Visibility:

    • Choose whether to share this link across your entire team or restrict it to specific user groups, such as administrators only.
    • This ensures that relevant information is easily accessible to those who need it most, without cluttering other users' interfaces.

Benefits of Custom Links

  • Enhanced Efficiency: Instantly access tailored views without repetitive filtering.
  • Team Collaboration: Facilitate consistent workflows by sharing essential links with relevant team members.
  • External Resource Integration: Include links to external resources like supplier price lists or industry updates, directly accessible from Trak.

Conclusion

Should you have any questions about setting up or utilizing custom links, our support team is here to help. Reach out via email at contact@trak.co or use the support bubble located in the bottom right corner of your Trak platform.

Thank you for choosing Trak. We look forward to supporting you as you leverage this powerful feature!