How to Add Tracking Notification (Trak)
Simone
Last Update 5 months ago
The functionality of Trak enables execution and monitoring of a contract. You can create and manage order, payment and task connected to a contract using this functionality. You can divide a Trak into multiple Sub-traks, assign to a team member or the counterparty with a deadline (optional). Not only that, but you can also define a checklist and report progress of the Trak.
It also supports an approval process for the completion of a trak if there is an approver is set for the Trak. In the approval process, the user can accept, reject, and ask to resubmit the Trak.
Traks can be manually created or automatically generated if configured in the contract model.
Steps to add Trak:
1. Click on the "+" icon beside Trak in a contract:
2.Fill all the fields and select Trak type.
3.Select "Assignee" and add checklist (optional).
4.Click "Save".