TrackMaster Documentation

Documentation for the TrackMaster membership tracking tool and related reports/dashboards.

Articles (13)

Pinned Article Overview of TrackMaster: Membership Tracking Tool for U-M Centers and Institutes

An overview of TrackMaster, a membership tracking tool built for University of Michigan and Michigan Medicine centers and institutes, by students in the U-M ITS Summer Internship program.

How to add a new contact to the people list in TrackMaster

This article describes the steps for adding new contacts to the TrackMaster Membership Tracking Tool on SharePoint.

How to add a new user to TrackMaster

This article describes the steps for adding new users to the TrackMaster Membership Tracking Tool.

How to Add the TrackMaster EFDC Calendar to Outlook

This article describes how to sync a calendar from TrackMaster / SharePoint to Outlook.

How to apply filters to the contacts list in TrackMaster

This article describes the steps for applying filters to the contacts list on the TrackMaster Membership Tracking Tool on SharePoint.

How to create duplicates for articles in the Publicity list by uniqnames

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

How to export a filtered list to CSV/Excel

This article describes the steps for exporting a filtered list into a csv format, that can be used by Excel/Google Sheets.

How to post and email a staff announcement in TrackMaster

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.

How to send emails to multiple people from the people list

Shows how to send an email to multiple people from a filtered people list using a Power Automate flow.

Manually Uploading Contact Lists In Batches

This article describes the steps for uploading new contacts in bulk to the TrackMaster Contact List.

Trackmaster Power Automate flows

Overview of PowerAutomate flows used by the TrackMaster Membership Tracking tool.
All code is available in GitHub at: https://github.com/DepressionCenter/TrackMaster

TrackMaster SharePoint Form Customization

Form Customization - Grouping of related columns under a common title

TrackMaster SharePoint List Customization - Changing the default appearance of the list

List Customization - Changing the default appearance of lists in SharePoint.