Trackline

Getting started with Trackline

• Your first process, in half an hourStart hereAsk a real person for paperwork and watch the whole circuit work.
• When you do not need a processStart hereTurning everything into a process is the second-month mistake. Some requests are settled with a message.
• How this differs from a document management toolStart hereA document manager stores what you already have. Here the work is getting what you do not have yet, and it is held by someone who does not work for you.
• How this differs from an AI agentGoing furtherAn agent writes and chases very well. What it cannot do is make the other side answer, or turn a generated answer into a document that counts.
• How this differs from a BPMGoing furtherA BPM models what happens inside your company, with people who answer to you. Here half the process is outside and does not.
• What Trackline is and how to request documents with itDesign the process once, run it as often as you like, and let the platform do the chasing.

Templates and documents

• Letting the AI build the processStart hereDescribe what you need in a sentence and get a draft to correct.
• Duplicating a templateGoing furtherReuse a process that already works without touching the original.
• Five mistakes when designing a templateGoing furtherThe mistakes that stop a well-thought-out process from working in practice.
• One template for everyone or one per client?Going furtherThe decision that determines whether in a year you have three templates or forty.

Process setup and creation

• Adding something to a running caseGoing furtherRequest a document you had not planned for without rebuilding anything.
• Approving or rejecting what is deliveredGoing furtherDelivered does not mean acceptable. How to review without stalling everything.
• Launching one process for manyGoing furtherThe annual review of two hundred suppliers as a single operation.
• Phases: putting what you ask for in orderWhen to split a process into phases, when not to, and what makes a phase open by itself.

Management and analysis

• Seeing which cases are stuckGoing furtherThe view worth checking once a week, and what to do with what it shows.
• Downloading a whole caseGoing furtherTake everything from one supplier or matter at once, with its dates.
• Closing a case that is going nowhereGoing furtherWhen to stop chasing, how to close it, and why leaving it open is worse.
• How long a file takes to closeGoing furtherThe figure that warns earlier than any other, and how to read it without fooling yourself.
• What to do when someone does not replyAutomatic reminders, switching channel, and when it is time to pick up the phone.

Users and external participants

• Resending someone's linkGoing furtherWhat to do when they say nothing arrived, in the order that works.
• Changing the contact mid-fileGoing furtherYour contact leaves, changes role or goes off sick, and the file carries on with half of it delivered.
• A file with many participantsAdvancedWhen eight companies take part in the same process and nobody knows whose turn it is.
• What the person you ask actually seesThe other side of the process: what they receive, what they must do and why no account is needed.

• I got a link — is it genuine?Start hereYes, if you were expecting it from that company. And three ten-second checks confirm it without calling anyone.
• I don't understand which document they wantStart hereJust ask. It takes a minute and avoids sending the wrong paper, which is what actually holds everything up.
• I already sent you thisStart hereYou may well have, and they may still need it again: nearly always because it expired or it belongs to another file.
• Can I email it instead of using the link?Start hereYou can, but it lands worse: through the link it files itself, by email it depends on someone moving it by hand.
• I'm not the one who handles thisStart hereSay so, and say who does. Forwarding without telling anyone leaves the request in your name — and the reminders too.
• Three clients ask us for the same thingGoing furtherBuild your folder once and answer from it. The work is in gathering, not in uploading.
• The supplier who doesn't use emailGoing furtherThey exist, more often than you would think, and insisting does not fix it. Finding who on their side does use it, does.