Start with the first 30 minutes, jump in by role, or search for the exact job you need to do. This guide hub covers the core UniTrack workflows across people ops, collaboration, finance, documents, CRM, and AI tools.
New users usually arrive with a task in mind, not a module name. These shortcuts take them straight to the guide most likely to help.
Instead of reading everything in order, most teams move faster when each person starts with the workflows they own.
Set up the workspace, team structure, and the operating modules your company needs first.
Handle onboarding, leave policy, and recruitment without bouncing between separate tools.
Get your team executing quickly with tasks, chat, meetings, and optional activity visibility.
Turn on the workflows that keep revenue, spend, assets, and approvals organized.
This is the fastest path for a small team setting up UniTrack from scratch and inviting people the same day.
Set the basics, understand the layout, and prepare your organization.
Invite people, create departments, and make the org chart usable.
Set leave types, calendars, and approval rules before requests start.
Bring projects, tasks, chat, and meetings into one operating rhythm.
Use invoicing, expenses, assets, forms, signatures, and CRM as needed.
Search by module, workflow, or outcome. Filters help new users find the right guide without already knowing product terminology.
Try terms like leave, invoice, chat, assets, or switch the category filter back to All guides.