 TrackMaster Guides & How-To's

This article discusses how to add events to TrackMaster using either the Event Summary form or Bulk Upload feature. It also discusses the various ways to add participants to events and how to edit an existing event in TrackMaster.

This article provides step-by-step instructions for adding consultations to TrackMaster using either the Consultations form or Bulk Upload feature. It also discusses how to edit an existing consultation in TrackMaster.

Each contact in the People list has a specific type that encapsulates the relationship with that person. Thus, each contact can only have one contact type at a time, but they can change as people's relationship with the University of Michigan or with the center changes. This is a short guide to each contact type.

There are different ways of viewing the People list, thanks to pre-defined list views. All views are coming from the same data, but they may have filters, grouping, or less columns to show. This is a short guide to the different views available in the People list.

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 SharePoint list in TrackMaster, and how to save (bookmark) filters for later use.

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.

The Groups list in TrackMaster contains configuration for groups of people served by the center, affinity groups, working groups, etc. It contains MCommunity sync settings, and definitions of "communities" (larger collections of people, typically those served by a specific team or core). Group membership can be set in the People list by selecting the specific groups to which a person belongs, or synced automatically from MCommunity. Membership in a group can also be added automatically when a pe

This article describes the steps for duplicating article entries in the publicity list (promotions) in the TrackMaster Membership Tracking Tool on SharePoint.

Every list in SharePoint can be exported to CSV or Excel. Lists can also be connected live to Power BI or Excel via Power Query. This article describes how to export a list from SharePoint to CSV or Excel, and explains how filters work during export.

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.

This article describes how to use the Referrals feature in TrackMaster. Referrals can be used to track hand-offs from one team to another or when a person receiving a service is referred to another team. This helps ensure that someone always follows up with the person receiving the service.

When looking for speakers/presenters for an event, sometimes the event planners need to ensure they are not asking the same speaker too often. The Speaker and Presenter History feature makes it easy to see previous engagements, as long as people have been added as Speakers under Event Summary.