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 the steps for adding new users to the TrackMaster Membership Tracking Tool.
This article describes how to sync a calendar from TrackMaster / SharePoint to Outlook.
This article describes the steps for applying filters to the contacts 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.
This article describes the steps for uploading new contacts in bulk to the TrackMaster Contact List.
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.
Shows how to send an email to multiple people from a filtered people list using a Power Automate flow.