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Key features > Workflow features > Trackers
Trackers
Flexible spreadsheets that act as a modern database, allowing users to maintain and manage crucial information.
Automate Your Business Workflows
Collect information from forms and populate it into interactive, automated spreadsheets.
Search, share, modify, or use the data in a number of ways
Data can be imported into the tracker from Excel, Google Sheets,
Forms, or a CSV
Forms, or a CSV
Permissions can be applied to determine who can edit/view the tracker
Trackers are really helpful because people can contact who they need and then have that department reach back out to them with the person who needs to fulfill their request. It cuts down on a lot of ‘who do I call for this or that?’ Being able to submit information really quickly is a big benefit.
- Kyle Loafman, VP of Purchasing, Ram Tool
Secure Data Collection With Forms
Custom forms make it easy to collect information from anyone, saved directly into the tracker. Forms are easy to create with fields that can be named, described, or rearranged, and can even be assigned default values or set to required.
Quickly Create A Tracker
Create trackers from scratch with a simple drag and drop functionality, or use one of the 20+ templates that cover a wide range of uses from time tracking, to payroll, to customer tracking, and more.
View Trackers In The Mobile App
Users can create, edit, and add to existing trackers right from the mobile app. This means that collecting data or accessing important information can be done from anywhere, on any device.
Other Tracker Features
Configure smart formulas by selecting a ‘formula’ column-type. Formulas include addition, division, multiplication, comparison functions, percentage, and date/duration calculations.
Link rows and pull data from another tracker to share real-time information across projects. Consolidate information across multiple trackers to create a master database.
Users can filter and sort columns using a range of predefined conditions or values to drill down data for their needs. Multiple filters can be applied at once, effectively hiding entries until cleared or refreshed.
Manage and bring together data across multiple trackers to guide project management, spot trends, and more. Admins receive access to a tracker log that keeps a running report of any changes.
Rows can easily be selected in bulk with an option to ‘select all’ up to 500 records at once. Bulk actions include the ability to lock/unlock, archive/unarchive, or delete entries.
See It In Action
Watch how our process management tools can help you streamline tedious aspects of your work and keep everyone on the same page. In this video, we walk you through an example of how you might use our product for expense reports and reimbursement.
Watch Video
Data Uploader
Import data from any enterprise system (CSV, MS Excel, or Google Sheet) directly into a tracker. Data Uploader can be automated to periodically sync data at a configured schedule.
Card & Multi-card View
View tracker data in a new way with Card View. Cards can be customized as per requirement of the tracker data, and can be displayed on the dashboard as a widget.
Charts
Shared tables data can be viewed as customizable bar charts & line charts. Chart views can be added to dashboard, company, and team pages.
Stay Compliant
To ensure collected data is clean and clear, tracker fields can be set to require or specify a valid acceptance range. Track items and compliance checklists with capabilities such as locking or archiving rows, export capabilities, and immediate change notifications.
Keep Track of Changes
With An Activity Feed In-context Conversations Integrate Trackers
With Calendars Data Entry Permissions
With An Activity Feed In-context Conversations Integrate Trackers
With Calendars Data Entry Permissions
Every tracker keeps an activity feed to update relevant team members of new entries, edits, deletions, or notes. A tracker log keeps a running record of changes to the table or forms and notes the user and time/date.
View and share comments, react, reply, and mention other users in the newsfeed or on specific rows to keep conversations together with data. When a user is mentioned, they will get a notification and see any comments/activity.
Trackers can be added directly to the MangoApps calendar. Entries will be visible to the user submitting the entry and their manager. Trackers can be used for event planning, schedules, tracking milestones, and more.
Data entry permissions can be set to limit the ability of team members, non-team members, and public users to share data, make additions/edits, or modifications.
How Our Customers Use Trackers
Project & Asset Management
Easily monitor project timelines to ensure deadlines are met and goals are achieved.
Team Transparency
Use shared trackers to hold teams accountable and ensure proper resource allocation.
Expense Tracking
Expedite expense tracking processes and compile data with reduced human involvement and lag time.
Customer Relationship Management
Coordinate marketing efforts and lead your sales pipeline to success with a consolidated, easy-to-use database.
Change Requests & Issue Reporting
Use forms to collect and consolidate suggestions, and turn them into actionable projects.
Employee Onboarding & Training
Save time by giving new hires all the tools for success with onboarding workflows, and monitoring their progress.