---
id: KB-TL-014
url: https://app.codecontract.io/help/trackline/your-first-process-in-half-an-hour
idioma: en
categoria: trackline
subcategoria: empezar
audiencia: usuario
nivel: basico
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-TL-001, KB-GL-011, KB-TL-030]
citadoPor: [KB-PS-010, KB-TL-019]
enLaApp: https://app.codecontract.io/trackline
---

# Your first process, in half an hour

_Ask a real person for paperwork and watch the whole circuit work._

**Responde a:** how do i start with trackline · create my first process · request documents for the first time · trackline getting started

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.

> [!NOTE]
> 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.

> [!WARNING]
> 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.

## Ejemplos

**Someone wants to try the platform and does not know where to start.**

- Takes the supplier they were about to email that morning
- Builds the process with its four documents
- Sends themselves the link before launching

→ The supplier delivers in two days and the process is saved for the next twenty.

**The first half hour goes on browsing options.**

- Launches a real request to someone you trust

→ You come out having seen the whole circuit.

**A complicated case is chosen for the first trial.**

- Requests two documents and nothing else

→ The first attempt completes.

**Nobody knows what it looks like from outside.**

- Sends the request to themselves

→ You see the supplier's side before anyone else does.

**The perfect template is built before testing.**

- Launches with what exists and corrects afterwards

→ Corrections come from real use.

**It is tested and nothing learned is kept.**

- Saves the corrected process as a template

→ The second time takes two minutes.