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Matrak Desktop
Matrak Desktop
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44 articles in this collection
Written by
Hana Block,
Julian Van Den Berg,
and
Becki Sinclair
Setting Up Your Project
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
Dashboard Page
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
Interactive Drawings & Plans Page
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
Explore Page
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
Create Packing List Page
Matrak Desktop: How to create a packing list
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Written by
Julian Van Den Berg
Updated over a week ago
Reports Page
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
Record Cards
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
Link Records Page
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
My Company page - User Management tab
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