# Create a Tracker Template

Creating a Tracker template helps ensure continuity in your forms and trackers. By creating templates your users will be able to to create their own trackers that contain all the information that is required.  MangoApps comes with several templates out of the box, but by creating your own custom templates, you can ensure that your company's unique needs are met.&#x20;

![](/files/Bn37nkEF6YcEzPHYtu1n)

From your Admin Portal, click on **Modules**. Next, select **Trackers**. Finally, click on **New** and select either **Create from Scratch** or **Create from Spreadsheet.**

***

## Create from Scratch

<img src="/files/rULbTAI1XpcfAdAv6PGE" alt="" width="563">

Provide a **Template Name** (limit 100 characters) and a short **Template Description** (limit 500 characters). You can also choose your defining tracker color and set a relevant icon.

<img src="/files/JMxT56OYpTybvu6wtiee" alt="" width="563">

To customize your template, click on the **Tools** dropdown menu:

<figure><img src="/files/ePgEL9aHyoAN8JGsljjy" alt="" width="563"><figcaption></figcaption></figure>

Click on **Add New Columns** to add columns to your tracker template.

**Edit** the columns and rows on your table by certain filters or groups.

**Duplicate** the table view to setup up multiple table views.

**Download** the XLS or PDF version of the table for data entry or formatting purposes. There must be at least **one** entry in order to generate the download file.

{% hint style="warning" %}
Unlike default columns, Title  and Description, system generated columns cannot be edited or deleted. \
These system generated columns are:

**Submitted By**

**Submitted Date**

**Last Modified By**

**Last Modified Date**

**Submitted By ID**

\
Though they cannot be changed, they can be hidden. For more information on setting up your tracker columns, visit the User Guide section on Trackers [here](https://guides.mangoapps.com/user-guide/trackers).
{% endhint %}

Your template has been completed. To make your tracker available, it will need to be activated first. To activate your template, click on **Activate Template**.

If you're not prepared to activate the template at this time, simply close out of it. It will be saved as a draft in the tracker template catalog until you choose to activate it.

***

## Create from Spreadsheet

This option allows you to import your columns from a .csv/.xls/.ods file.  Click on the dropdown menu in the upper right hand corner of the screen, and select **Create from Spreadsheet**.&#x20;

<img src="/files/VKlPuYMI5phhfRCVJRwn" alt="" width="563">

**Choose a .csv/.xls/.ods file** from your computer.

<figure><img src="/files/i9bRwcWqPul54WM59TLf" alt="" width="563"><figcaption></figcaption></figure>

1. Select if you want set the first row of the spreadsheet as the tracker template column names.
2. Designate a **Template Name**. Your title must be 100 characters or fewer.
3. **Select icon and color.**
4. Input a **template description**. Your description should be 250 character or fewer.
5. Click **Create** to begin the import process.&#x20;

{% hint style="danger" %} <mark style="color:red;">**Important:**</mark> <mark style="color:red;">All data from your spreadsheet will be uploaded to the new template. Please double-check that</mark> <mark style="color:red;"></mark><mark style="color:red;">**every piece**</mark> <mark style="color:red;"></mark><mark style="color:red;">of information in your upload file is accurate and is intended to be included in the template. Accuracy at this stage ensures that the template reflects the desired data entries.</mark>
{% endhint %}

![](/files/CSo2HCKMZeVnCbdgYtjE)

Your template has been completed. To make your tracker available, it will need to be activated first. To activate your template, click on **Activate Template**.

If you're not prepared to activate the template at this time, simply close out of it. It will be saved as a draft in the tracker template catalog until you choose to activate it.

***

## Edit or Clone a Template

![](/files/ILkDeN6KbDyM3Ukcp7ZN)

**System** templates are provided out-of-the box from MangoApps and **cannot** be edited or deleted. However, they can be cloned and deactivated (upon deactivation, the **Deactivate** option will become the **Activate** option). Cloning a System template will duplicate it as a **Custom** template draft. From this new draft, you can edit the template and activate it instead of the system template.&#x20;

**Custom** templates offer more options. Even after a Custom template has been activated, you will still have the option to perform additional edits. Similar to what is offered with the System templates, Custom templates can be duplicated and deactivated. Admins have the option to delete custom templates as well, but it is recommended to simply deactivate the unused template instead of deletion.&#x20;

{% hint style="info" %}
Deleting a custom template will remove it as a template option in the User Domain as well as from the Trackers module within the Admin Portal.&#x20;

All older trackers created with the deleted template will **not** be affected.&#x20;

The deleted template can be restored by the Network Admin from the **Trash Can** before the expiry of the preservation limit.&#x20;
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guides.mangoapps.com/admin-guide/module-settings/forms-and-trackers/create-a-tracker-template.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
