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TrackAxo documentation — projects, business, HR, sales & finance in one platform

🚀 Getting Started with TrackAxo Business Management System

Your complete guide to setting up, navigating, and mastering TrackAxo - the comprehensive business management system, project management software, and HR & payroll management solution. This guide combines first steps and essential user information.

Quick Start Checklist

1
Account Setup
2
Profile Configuration
3
Dashboard Exploration
4
Basic Navigation
5
First Data Entry
6
System Familiarization

🚀 Step-by-Step Getting Started Guide

1. Account Setup & Initial Login

  1. Navigate to the TrackAxo login page using your provided URL
  2. Enter your username and temporary password
  3. Click "Sign In" to access the system
  4. You'll be prompted to change your password on first login
  5. Create a strong, secure password following the system requirements

2. Profile Configuration

  1. Click on your username in the top-right corner of the header
  2. Select "Profile" or "Account Settings" from the dropdown menu
  3. Configure your personal information and preferences
  4. Set notification preferences and time zone
  5. Save your changes

3. Dashboard Exploration

  1. Review the overall project portfolio summary at the top
  2. Check the color-coded project status cards for quick health assessment
  3. Review any critical alerts or notifications in the alerts section
  4. Note upcoming deadlines and milestones in the timeline section
  5. Explore different dashboard widgets and metrics

4. Basic Navigation

  1. Use the left sidebar to navigate between main modules
  2. Click on project names to navigate to detailed project pages
  3. Use the search bar to find specific information quickly
  4. Use breadcrumbs to track your location and go back
  5. Explore tab navigation within pages

🎯 Essential TrackAxo Concepts

👤

User Management

Understanding how users, roles, and permissions work in TrackAxo.

  • • User accounts and profiles
  • • Role-based access control
  • • Permission management
  • • Department organization
📊

Data Organization

How information is structured and organized throughout the system.

  • • Hierarchical data structure
  • • Categories and tags
  • • Search and filtering
  • • Data relationships
🔄

Workflow Management

Understanding how processes and workflows function in TrackAxo.

  • • Process automation
  • • Approval workflows
  • • Status tracking
  • • Notifications

Video walkthrough

Step-by-step video for this section is coming soon. Use the written guide below, or email contact@trackaxo.com for a live demo.