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Adding Apps to a Track

Enhance your Track with extra functionality by adding apps like Programs, Notes, Meetings, and Forms.

Caroline Fornhoff avatar
Written by Caroline Fornhoff
Updated today

What are apps in a Track?

Within a Track, you can activate different apps. These are tools that offer additional functionality, such as scheduling meetings or adding notes.

Available apps include:

  • Programs – for structured journeys with milestones

  • Notes – to log session notes or observations

  • Meetings – to schedule and manage appointments

  • Forms – to collect information through forms


How to add an app to a Track

  1. Go to the Track where you want to add an app

  2. Click the + icon in the bottom left

  3. A window titled Add App will open

  4. You’ll see a list of available apps

  5. Click Enable + next to the app you want to activate

Once enabled, the app will appear in the Track’s sidebar.


App already installed?

If the app has already been added to the Track, you'll see Installed instead of "Enable". This means the app is active and visible in the sidebar.


Using the apps

After adding them, you can:

  • In Programs, create and assign a new program

  • In Notes, create and share a note within the Track

  • In Meetings, schedule or view appointments

  • In Forms, add a form to the Track or review submitted forms

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