Learn what tracks are, and how they can help you automate repetitive tasks.
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.
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.
Choose a Trigger: Select how your track will be activated - automatically based on schedules or events, or manually when you need precise control.
Add Users: Users can be added to a track automatically through your chosen trigger or manually by an admin or manager.
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.
Publish and Iterate: Once your track is ready, set it to active status. Regularly review and update your tracks to keep them relevant.
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:
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.