Create a Tracker
Last updated
MangoApps User Guide
Last updated
Click on the dropdown carat next to New in the upper right-hand corner of the screen. From this dropdown menu, you can choose to create a tracker from scratch with a template or you can import from a spreadsheet.
Clicking the New button will take you directly to the New Tracker pop-up menu.
To create a new tracker from scratch, click on Start With a Template
To preview the pre-selected columns for each template, click on each template and then click the Preview button. Once you've chosen the template you want, click Continue.
Network admins can create, edit, and delete custom templates in the Admin Portal.
Out of the box templates can be cloned & edited and deactivated. They cannot be deleted.
For more information on making changes to the Tracker Module via the Admin Portal, click here.
After selecting your template, you will be asked to provide a name for the tracker and select the team where this tracker will be saved.
Create a Tracker Name. You are limited to 100 characters or fewer.
Select a Team to associate the tracker with
Optionally:
Select Icon & Color for your tracker
Enter a Tracker Description. You are limited to 500 characters or fewer.
Click on Create to create your tracker
For this example, we will be creating an expense tracker using a blank template. Start by adding columns to the tracker. Columns give structure to your tracker and can be changed later.
From your created tracker, click the Add columns button in the center of the screen. If you are working from a template or a tracker that has already been created, click on the Tools dropdown and select Add New Columns.
Clicking this option will bring up the Add New Column pop-up menu.
Enter a Label, Description, and select a Field Type. Depending on your chosen Field Type, additional options will appear. For information on the different field types, click here.
For this example, we will populate our tracker with Text, Date, Amount, Email, and URL fields.
Now that our columns have been set up, we can move forward with data entry or import.
Click on a row to begin adding entries.
Once an entry has been added, you can click it again to make edits or review the entry activity.
Only users with permission to edit the tracker can modify entries
Click the Add New Entry button to continue filling in your tracker!
If in the course of setting up your tracker, you decide you need more columns, click the dropdown carat of the column you would like to add the new column to the left or right of. From the dropdown menu, select Insert Column to the Left/Right and the Insert Column Left/Right pop-up menu will appear for new column customization.
Now that you have your tracker set up, more action options have become available. Click here to explore the various Tracker Actions.
If you would like to create a tracker using data from an existing spreadsheet, click on Import from a Spreadsheet within the dropdown menu of the New button. Alternatively, you can click the New button and then navigate to the Import from a Spreadsheet option in the New Tracker pop-up menu.
MangoApps accepts spreadsheet uploads in the form of .csv, .xls, and .ods files. Once your file has been selected, additional options will appear.
Create a Tracker Name. You are limited to 100 characters or fewer.
Select a Team with which to associate the tracker.
Optionally:
Customize the Icon & Color for your tracker.
Enter a Tracker Description. You are limited to 500 characters or fewer.
Click on Create to create your tracker
Depending on the amount of data being uploaded, you will receive a new pop-up informing you the upload process will take a few minutes. You will receive an alert once the upload has been completed.
Upon completion, you may need to refresh your browser. Your tracker icon should now be present in the Tracker module and ready to use.
Trackers can handle more than 95,000 entries, but it's recommended to keep each instance of a tracker to no more than 2,000 entries for best practice. Larger spreadsheets are more effectively managed by dividing them into multiple relevant trackers rather than creating one large database.
