Trackline
Your first process, in half an hour
Ask a real person for paperwork and watch the whole circuit work.
The fastest way to understand Trackline is not reading documentation: it is running one real case end to end, even if that first time takes longer than sending an email. After that, everything else explains itself.
Pick a real case
Something on your desk today: a supplier to chase for insurance, a subcontractor starting next week. An invented case teaches nothing, because it forces no decisions.
The four steps
- 1
Create the process
Name it what it is: "Supplier onboarding", not "Test 1".
- 2
Write what you are asking for
Three or four things, with each document's full name. Mark mandatory only what genuinely blocks.
- 3
Add the person
Their name, email, and mobile if you have it.
- 4
Launch it
They receive a link. No account, no password.
What you will see afterwards
- Whether the notice arrived and whether they opened it.
- What they have delivered and what is missing.
- When each item arrived, with its date.
Worth knowing
Send yourself the link before launching for real. It takes a minute and shows you how your request looks from outside — usually worse than it seemed while writing it.
Watch out
Do not build twelve processes on day one. One that works teaches more than twelve half-built, and you will build the second better precisely because you built the first.
Important
When this case closes, save it as a template. That is what turns the second supplier into two minutes of work, and it is the entire reason this exists.
›How long does it really take?
Half an hour the first time. Two minutes from the second onward.
›What if I word the request badly?
It is corrected with the case running, without rebuilding anything.
›Does the supplier have to install anything?
No. They open a link and upload their files.
A real case
The situation
Someone wants to try the platform and does not know where to start.
What you do
- Takes the supplier they were about to email that morning
- Builds the process with its four documents
- Sends themselves the link before launching
What you get
The supplier delivers in two days and the process is saved for the next twenty.
The situation
The first half hour goes on browsing options.
What you do
- Launches a real request to someone you trust
What you get
You come out having seen the whole circuit.
The situation
A complicated case is chosen for the first trial.
What you do
- Requests two documents and nothing else
What you get
The first attempt completes.
The situation
Nobody knows what it looks like from outside.
What you do
- Sends the request to themselves
What you get
You see the supplier's side before anyone else does.
The situation
The perfect template is built before testing.
What you do
- Launches with what exists and corrects afterwards
What you get
Corrections come from real use.
The situation
It is tested and nothing learned is kept.
What you do
- Saves the corrected process as a template
What you get
The second time takes two minutes.
This article answers
- how do i start with trackline
- create my first process
- request documents for the first time
- trackline getting started