Using Trackops

Setup & Configuration

• Configuring your Assignment Types
• Building Document Templates with Google Docs
• Configuring your Access Groups
• How to Setup Document Templates
• Configuring your User Security Settings
• Configuring Case Status Triggers
See all 26 articles

Dashboard

• What is the Dashboard?
• How can I Disable the Dashboard for my User(s)?
• How to Configure "Default Dashboards" for Clients and Staff

Cases & Case Updates

• How can I confirm investigators receive their assignments?
• Managing the Case Budget
• How to Reopen a Case
• Downloading a Zip of Case Files
• Creating Document Templates
• Assigning & Scheduling Investigators via the Map
See all 20 articles

Subjects

• What are "Subjects"?
• How to Create a New Subject Type
• Changing the Primary Subject on a Case
• Changing the Default Subject Type
• Adding a Subject to a Case
• Searching Subject Date Fields

Expenses & Invoices

• Can I hide subject names from invoices?
• Managing Profitability on your Cases
• Can I hide expense rates from other employees?
• Customizing Tracking Categories
• Exporting Invoices to LEDES Format
• Adding a Retainer to a Client
See all 12 articles

Clients & Users

• How do I remove an employee from my system?
• I Lost my Multi-Factor Authentication (MFA) Device
• Configuring/Resetting Your MFA Token
• How to Enable Multi-Factor Authentication
• How to re-enable a locked account
• I forgot my Username and/or Password
See all 17 articles

Calendar & Events

• Configuring Task Templates
• Using Mobile Event Check-Ins
• How to Subscribe to a Calendar
• Creating and Managing Tasks
• How to Create a New Calendar
• Scheduling your Staff via the Calendar
See all 7 articles

Email and Notifications

• A User is Not Receiving Email from the System
• How to Customize your Email Templates
• Can I stop certain notifications from being emailed to me?

Account & Billing

• How do I update my billing information?
• How can I make changes to my subscription?
• How do I convert my trial into a paid account?
• Can we change our Trackops URL?
• How do I cancel my account?

Miscellaneous

• ★ How do I Submit a Support Ticket?
• Does Trackops offer training and/or setup assistance?
• Does Trackops have support videos?
• Does Trackops have a Mobile App?
• How do Email Notifications Work?
• Exporting Data to CSV
See all 15 articles

Developer API

• ★ Introduction to the Developer API
• ★ How to Enable/Disable API Access
• ★ Connecting Trackops to other apps with Zapier
• API Reference - Client Contact Notes
• API Reference - Staff Notes
• API Reference - Client Notes
See all 26 articles