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Using Trackers

There is a great deal of flexibility in the way trackers can be setup and configured; for example, the form designer, custom fields, or dashboard designer can all be used to customize a given tracker. However, once a tracker is setup (and possibily saved as a reusable template), the day to day use of a tracker is generally quite straightforward.

For day to day use, the goal is for trackers to have a simplified and minimal interface. By design, all the settings to configure a tracker are hidden from view. The intent is to:

  • help you to stay focused on and “in the pocket” with the tracker information;
  • minimize clutter; and,
  • avoid information overload.

When a tracker is first opened, it is shown in a main window as shown in the example below. The contents of this window will change from one tracker to the next, but the overall layout and functionality is essentially the same.

The sidebar is used to navigated between different lists and dashboards. The sidebar also includes links to create new items.

List Contents

In the center of the main window, the contents of the currently selected list is shown. Dashboards and forms to create new items are also shown in this area of the window.

When viewing a list, this content area is where you'll spend time viewing and editing individual items.

Toggling the List View

A list has a default table view or form to display its contents, but there can also be alternate views.


Any alerts which have been triggered for the tracker are shown the top right-hand corner of the main window.

using-trackers.txt · Last modified: 2018/02/23 19:43 by sroehling