> ## Documentation Index
> Fetch the complete documentation index at: https://help.doozy.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Track

> Build multi-step workflows for onboarding, training, and recurring processes.

Tracks are automated workflows that guide users through a sequence of steps - messages, quizzes, surveys, tasks, introductions, and more. Perfect for onboarding, training, and recurring processes.

<Note>You must be an Admin or Manager to create and edit tracks.</Note>

***

## 🚀 Getting Started

1. Go to [doozy.live/app](https://doozy.live/app) and open **Tracks**
2. Click to create a new track
3. Either **describe your track to the AI builder** (it drafts the steps and timing
   for you to review) or choose **Build manually**
4. Set a trigger, add steps, then save or activate

***

## 🧱 The Track Builder

A track is built on a visual canvas: a **trigger** at the top, followed by a sequence
of **steps** connected in a flow. Give your track a **name** (and an optional
description) in the builder.

### 1. Choose a trigger

The trigger decides how users enter the track. Pick one:

| Trigger               | Description                                                  |
| --------------------- | ------------------------------------------------------------ |
| **When a user joins** | Starts when a new user is added to your account              |
| **Manual enrollment** | You enroll users yourself, from the dashboard or via the API |
| **On a schedule**     | Runs on a recurring schedule for a chosen set of users       |
| **Work anniversary**  | Starts around users' work anniversaries                      |

You can also turn on **Allow users to self-join this track**, and use **Advanced
filters** to limit who enters by group, country, work location, or manager status.

[Learn more about triggers →](/tracks/triggers/overview)

### 2. Add steps

Add steps from the builder sidebar. Steps are grouped by purpose:

| Group             | Steps                                    |
| ----------------- | ---------------------------------------- |
| **Communication** | Message, Delay                           |
| **Activities**    | Quiz, Survey, Poll, Tasks                |
| **People**        | Introductions, Mentor Assignment, Cohort |
| **Automation**    | Add to Track                             |

Each step has a **destination** (who receives it) and its own settings. Reorder
steps on the canvas to control the flow.

<Note>A track can include only one Mentor Assignment step and one Cohort step.</Note>

[Learn more about step types →](/tracks/steps/overview)

### 3. Save or activate

The builder has two actions:

* **Save Draft** - saves your track without running it
* **Activate** - validates the track and makes it live so it starts triggering for users

<Info>Editing an active track that already has people partway through it applies your changes to them as they reach their next step. For larger changes, duplicate the track instead so current enrollees finish the version they started.</Info>

***

## ⚙️ Managing a track

Open a track from the **Tracks** list to reach its detail page, where you can:

* **Edit** the track in the builder
* **Pause** and **Resume** it
* **Archive**, **Duplicate**, or **Delete** it
* Manage **Admins** - other people who can manage the track
* **Enroll users** manually and view each enrollee's progress

***

## 📋 Example: Onboarding Track

| Day    | Step          | Description                         |
| ------ | ------------- | ----------------------------------- |
| Day 1  | Message       | Welcome message with first-day info |
| Day 1  | Introductions | Connect with their buddy            |
| Day 3  | Poll          | "How's your first week going?"      |
| Day 7  | Survey        | First week feedback survey          |
| Day 14 | Tasks         | Complete compliance training        |
| Day 30 | Survey        | 30-day check-in                     |

***

## ⭐ Best Practices

| Practice                     | Why It Works                                  |
| ---------------------------- | --------------------------------------------- |
| **Start simple**             | Begin with a few steps and add more over time |
| **Use delays strategically** | Space out steps so users aren't overwhelmed   |
| **Review before activating** | Check the flow end to end before going live   |
| **Keep content fresh**       | Review and update tracks regularly            |
| **Assign multiple admins**   | Ensure continuity if someone leaves           |

***

## 🔗 Related

<CardGroup cols={2}>
  <Card title="Triggers" icon="bolt" href="/tracks/triggers/overview">
    How users enter tracks
  </Card>

  <Card title="Step Types" icon="list-check" href="/tracks/steps/overview">
    All available step types
  </Card>

  <Card title="View Progress" icon="chart-line" href="/tracks/view-track-progress">
    Monitor user progress through tracks
  </Card>

  <Card title="Add Users" icon="user-plus" href="/tracks/add-a-user-to-a-track">
    Manually add users to a track
  </Card>
</CardGroup>