# Create a Tracker

<img src="/files/XlKSyDNDCHq79Y9hlmgM" alt="" width="563">

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.

<figure><img src="/files/Qg8bugKaa31IUZ8aQz1K" alt="" width="563"><figcaption></figcaption></figure>

***

## Start With a Template

To create a new tracker from scratch, click on **Start With a Template**

<div align="center"><img src="/files/kuqV8TtdjDkrjqMckCRT" alt="" width="563"></div>

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**.

{% hint style="info" %}
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.
{% endhint %}

<figure><img src="/files/MxmvunACIa9JDJ8F4Jwp" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
For more information on making changes to the **Tracker Module** via the **Admin Portal**, click [here](https://guides.mangoapps.com/admin-guide/module-settings/forms-and-trackers).
{% endhint %}

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.

<div align="center"><img src="/files/EAOCQqVsIPUlUoUrW7zC" alt="" width="549"></div>

* 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. This color will also serve as the banner color when viewing trackers in Card View.
* 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.

<img src="/files/rlMua1M5HjQZKzfzPVFq" alt="" width="563">

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.**

<figure><img src="/files/B989ZwTrTWCe1bi8ExTY" alt=""><figcaption></figcaption></figure>

Clicking this option will bring up the **Add New Column** pop-up menu.

<div align="center"><img src="/files/hAOVvHxiyLvL2XXkUxFR" alt="" width="551"></div>

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](https://guides.mangoapps.com/user-guide/trackers/tracker-column-types).

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.

<figure><img src="/files/6QBmnN9zePY2yhHMWciW" alt="" width="563"><figcaption></figcaption></figure>

Once an entry has been added, you can click it again to make edits or review the entry activity.

{% hint style="danger" %}
Only users with permission to edit the tracker can modify entries
{% endhint %}

<figure><img src="/files/nwvNDwJX0ou9VUVwIaWL" alt=""><figcaption></figcaption></figure>

Click the **Add New Entry** button to continue filling in your tracker!

{% hint style="info" %}
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.&#x20;
{% endhint %}

<figure><img src="/files/0BmGV98rF8iSkghuIhR1" alt=""><figcaption></figcaption></figure>

Now that you have your tracker set up, more action options have become available. Click [here](https://guides.mangoapps.com/user-guide/trackers/trackers) to explore the various Tracker Actions.

***

## Import from a Spreadsheet

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.

<figure><img src="/files/ph8QWBLR9CpiaGKXdpMk" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9W1D8gPTaWl5z3h2cKIu" alt=""><figcaption></figcaption></figure>

MangoApps accepts spreadsheet uploads in the form of .csv, .xls, and .ods files. Once your file has been selected, additional options will appear.

<figure><img src="/files/UAC4pf3dAqXVUoadnRPW" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/xzB8XyW2HChAUcSBXblN" alt=""><figcaption></figcaption></figure>

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.


---

# 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/user-guide/trackers/create-a-tracker.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.
