How-to articles and step-by-step instructions on how to use TrackMaster.
This article describes the steps for adding new contacts to the TrackMaster Membership Tracking Tool on SharePoint.
This article describes how to sync a calendar from TrackMaster / SharePoint to Outlook.
This article describes the steps for applying filters to any list on the TrackMaster Membership Tracking Tool on SharePoint.
If you have many records to add to TrackMaster (e.g. your team's contact list or a list of consultations), it is easier to use the Bulk Upload feature. This allows you to upload pre-formatted spreadsheets.
This article describes the steps for duplicating article entries in the publicity list (promotions) in the TrackMaster Membership Tracking Tool on SharePoint.
This article describes the steps for exporting a filtered list into a csv format, that can be used by Excel/Google Sheets.
TrackMaster comes with an Announcements section, which is meant for sharing internal newsletters, reminders, staff meeting notes. This ensures these items are always searchable. This article shows how to post an announcement, and optionally email a copy.