Matrak Desktop

Matrak Desktop: How to copy a previous project

Copy previous project record types to set up your projects faster

Written by Hana Block
Updated over a week ago

How to turn on weekly email reports

Get sent automated weekly reports on any status or checkpoints you want to be notified on

Written by Hana Block
Updated this week

Matrak Desktop: How to invite people to your company

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to sign up and get started

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to invite a new company to your project

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to manage your company settings

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to upload your drawings

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to update your project settings

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to add new materials to your project

Written by Hana Block
Updated over a week ago

How to add large quantities of materials to your project

How to use the quantity column in your Add Records page table to batch upload large quantities of the same material

Written by Hana Block
Updated over a week ago

Matrak Desktop: Overview of your dashboard

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to add widgets to your dashboard

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to view materials from dashboard

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to share your drawings

Share data quickly to your team members by sharing your Matrak drawings.

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to view linked drawings

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to edit your status colours

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to navigate the "Find..." tab

Written by Hana Block
Updated over a week ago

Matrak Desktop: How to search for materials

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to create and print QR codes

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to export or print search results

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to delete materials

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to add materials to containers, Stillages or deliveries

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to view linked packing information

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to make changes to your materials

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: Accessing your material activity log

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: How to create a packing list

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Written by Julian Van Den Berg
Updated over a week ago

Matrak Desktop: 5 tips and tricks on your custom reports

Learn 5 cool tips and tricks to help you gain more value from your custom reports

Written by Hana Block
Updated over a week ago

How to import a CSV or Excel file for updating data

Import CSV and Excel files directly into the custom reports page, here's some tips to make sure your files are set up correctly.

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Written by Becki Sinclair
Updated this week

Matrak desktop: Export reports to Excel

Written by Hana Block
Updated over a week ago

Navigating the View Related tab in record cards

Linking and associating your records from your record cards in Matrak

Written by Hana Block
Updated over a week ago

How to view materials on your drawings from your record cards

Written by Hana Block
Updated over a week ago

Navigating the Link Records page

Written by Hana Block
Updated over a week ago

How to create a packing list from your Link Records page

Written by Hana Block
Updated over a week ago

How to track subcomponents from the Link Records page

Written by Hana Block
Updated over a week ago

How to track the location of materials from the Link Records page

Written by Hana Block
Updated over a week ago

How to track progress from your Link Records page

Written by Hana Block
Updated over a week ago

How to track tasks from your Link Records page

Written by Hana Block
Updated over a week ago

How to setup your project for progress tracking

Written by Hana Block
Updated over a week ago

Matrak 101: Learn more about User Permissions

Learn more about how user roles and permissions work in Matrak

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Written by Becki Sinclair
Updated over a week ago

How to update project access for colleagues

Written by Hana Block
Updated over a week ago

How to manage user roles for members of your company

Written by Hana Block
Updated over a week ago

How to invite members of your company to your project

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Written by Becki Sinclair
Updated over a week ago

How to resend an invite link to members of your company

Colleague can't find his invite link into Matrak? Here's how to send them a new one!

Written by Hana Block
Updated over a week ago

How to remove a colleague from your project

Remove colleague access to internal employees you no longer wish to share project access to

Written by Hana Block
Updated over a week ago