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A track in Doozy Tracks is a customizable process designed to guide users through a series of steps or actions. Tracks are commonly used for onboarding, training, or managing recurring processes within your organization. They help streamline communication, automate tasks, and ensure consistency.

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Key Features of a Track

  1. Step-Based: Tracks consist of sequential steps that users follow. Each step can include messages, polls, surveys, quizzes, or delays.
  2. Automation: Tracks can be triggered automatically (e.g., when a new hire joins your team) or manually, depending on your needs.
  3. Customization: Tracks are fully customizable, allowing you to tailor the content, triggers, and steps to fit your specific goals.
  4. Collaboration: Tracks can be managed by multiple admins or managers, making it easy to share responsibilities.

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Common Use Cases for Tracks

  • Onboarding New Users: Create a track to welcome new team members and guide them through essential resources and tasks.
  • Training Programs: Use tracks to deliver training materials, quizzes, and surveys to employees or users.
  • Recurring Processes: Automate repetitive tasks, such as monthly check-ins or compliance reminders.

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How Tracks Work

  1. Create a Track: Start by defining the purpose of your track and adding steps. Each step can include specific actions, such as sending a message or collecting feedback.
  2. Choose a Trigger: Select how your track will be activated - automatically based on schedules or events, or manually when you need precise control.
  3. Add Users: Users can be added to a track automatically through your chosen trigger or manually by an admin or manager.
  4. Manage and Monitor: Track progress in real-time and make adjustments as needed. You can also assign other admins or managers to help oversee the track.
  5. Publish and Iterate: Once your track is ready, set it to active status. Regularly review and update your tracks to keep them relevant.

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Triggers

Tracks can be triggered in several different ways to automate your team engagement and communication. Each trigger type offers unique advantages for different use cases:

Schedule

Run tracks at specific times and intervals for learning and development.

Work Anniversary

Automate HR processes tied to employee work anniversaries.

User Joined

Welcome new team members when they join your workspace.

Manually Add Users

Manually control who gets added to a track.

For detailed information on each trigger type, visit our Triggers Overview page.

Tracks are a powerful tool to help you organize and automate processes, ensuring that everyone stays on the same page. Whether you’re onboarding new users or managing complex tasks, tracks make it easy to stay efficient and effective.