Using track fields

Use track fields to organize your tracks on your tacks into logical groups.

As a tenant’s administrator, to create fields for your organization to use:

  1. From your fast track menu, click Tenant settings
  2. Click Track fields
  3. Provide a name for your label
    • As you require, click Add again, and provide names for additional labels.
  4. Set the Default View to Grouped.
    • This applies the folder structure across your organization.
  5. Drag and drop fields into the Dashboard Grouping
  6. Move the fields around to create the structure you desire, to create a folder structure.
  7. Click Update to commit your labels

For example:

  • You need folders for each department and account to organize the tracks:
    mceclip0.png
  • When starting tracks, members of your organization specify the fields you add:
    mceclip3.png
  • The new track is under the DepartmentAccount folder on the fast track menu:
    mceclip2.png
  • CafeX creates new folders or reuses folders as necessary.