QuickTIPs (and Links) are highlighted in blue.
Permission-based items are highlighted in red.
System navigation is italicized.
The home page, or Dashboard, contains the basic elements of CurrentTrack®. There are two variations of CurrentTrack— administrative access for those who control it and general access for its users. The difference between the two is the number of accessible features, or Permissions, that have been assigned. Those who need special access to create and delete Employees, for example, will use an interface with more operable links than general access users.
The top, left corner of the page contains two search features:
Quick Search — Search by job Title keywords and Numbers, Client names
Advanced Search — Search for jobs, creative files, documents, et. al using a number of criteria
TIP: Use the Quick Search box to quickly move from one job to another when updating Tasks.
To the immediate right of the Quick and Advanced search features, you’ll find a series of icons:
Menu — Reflects frequently used documents (and actions)
Messages — Number of and link to existing Unread Messages
Time — A shortcut for entering line items in today’s Time Sheet
Calendar — A snapshot of your CurrentTrack Events and Tasks
Address Books — Employee, Client and Vendor contact information
Printer Friendly — Will appear when the page being viewed has a printer friendly option
Suggest — A direct link to our support team for sharing questions, comments, suggestions
Site Branding — A link to the branding page; will only appear to those with Permission
Help — Links to information such as Program FAQ, Training Sheets and Reference Manual
Log Out — Click icon to log out of CurrentTrack
The left-hand navigation area is static and contains a series of main folders:
Dashboard — Home page containing Tracklets (e.g. Assigned Tasks, Unread Messages, Read Messages)
Admin — Menus featuring Site Branding, Permissions, Time Sheet features, and more
Completed Tasks — Queue of completed Tasks awaiting review; will only appear to those with Permission to Manage Tasks
Quicklinks — Frequently referenced CurrentTrack items (e.g. a [job] Financial Report)
To add a Quicklink, simply click the plus symbol. If you don’t see the plus symbol, you’re in an application. You may only Quicklink documents. To view an existing Quicklink, click on the appropriate link; to delete, go to: Edit Quicklinks — .
The Dashboard, or home page, of CurrentTrack contains a series of Tracklets. By default, all Employees have Tracklets for their Task List, Unread Messages and Read Messages. Each Employee can control which additional boxes appear on their respective Dashboards.
ADDING A TRACKLET
To add a Tracklet, click Edit Tracklets, in the top, right corner of the screen.
You’ll see two columns — Current Tracklets and Available Tracklets. Drag the items you’d like to add from the right- to the left-hand column. Organize the Current Tracklets in the order you’d like them to appear on your Dashboard by simply dragging the box(es) up or down; click Submit.
To re-position Dashboard Tracklets, again click Edit Tracklets and re-organize the Current Tracklets column by dragging the box(es) up or down; click Submit.
TIP: To (+/-) the number of Messages displayed in the Unread (and Read) Messages box, select a number from the drop-down menu.
REMOVING A TRACKLET
To remove a Tracklet, click Edit Tracklets, in the top, right corner of the screen.
You’ll see two columns — Current Tracklets and Available Tracklets. Drag the items you’d like to remove from the left- to the right-hand column. Re-organize the Current Tracklets column in the order you’d like them to appear on your Dashboard by simply dragging the box(es) up or down; click Submit.
A Tracklet may also be removed from the Dashboard itself by clicking the “X” in its top, right corner.