Guide Hub for New Teams

Learn UniTrack by workflow, not by guesswork

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.

16 step-by-step guides
4 role-based starting paths
30 min recommended first setup flow
Start with setup Browse all guides
Common Starting Points

Start with what you need to do today

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.

Invite employees Set leave policy Launch hiring Run a sprint Send an invoice Get a contract signed Build a form Set up team chat
Recommended Paths

Choose the path that matches your role

Instead of reading everything in order, most teams move faster when each person starts with the workflows they own.

Founder / Admin

Set up the workspace, team structure, and the operating modules your company needs first.

Workspace setup Employees and teams Projects and pipeline

HR / People Ops

Handle onboarding, leave policy, and recruitment without bouncing between separate tools.

Employee records Leave workflows Hiring pipeline

Team Lead

Get your team executing quickly with tasks, chat, meetings, and optional activity visibility.

Boards and sprints Channels and DMs Meetings and calls

Finance / Ops

Turn on the workflows that keep revenue, spend, assets, and approvals organized.

Customer invoices Expense controls Assets and handovers
First 30 Minutes

Recommended setup order for a brand new workspace

This is the fastest path for a small team setting up UniTrack from scratch and inviting people the same day.

01
Create the workspace

Set the basics, understand the layout, and prepare your organization.

 02
Add employees and teams

Invite people, create departments, and make the org chart usable.

 03
Define people policies

Set leave types, calendars, and approval rules before requests start.

 04
Launch day-to-day work

Bring projects, tasks, chat, and meetings into one operating rhythm.

 05
Turn on ops and revenue flows

Use invoicing, expenses, assets, forms, signatures, and CRM as needed.
Guide Directory

Browse every UniTrack guide

Search by module, workflow, or outcome. Filters help new users find the right guide without already knowing product terminology.

Showing 16 guides
Setup Workspace foundation

Getting Started

Create your workspace, understand the layout, invite teammates, and learn where each core UniTrack module fits.

Open guide
HR People records

Employee Management

Add employees, organize teams, manage profiles, and keep your company directory and HR records clean from day one.

Open guide
HR Policies and approvals

Leave Management

Set up leave types, holidays, accrual logic, and approval chains so requests are clear before your team starts using them.

Open guide
HR Hiring pipeline

HR & Recruitment

Publish roles, review candidates, run structured interviews, and move promising applicants toward offers and onboarding.

Open guide
Collaboration Execution and planning

Task Management

Set up boards, custom statuses, sprint flows, and task ownership so work moves clearly across your team.

Open guide
Collaboration Visibility and tracking

Activity Tracker

Connect the desktop agent, review screenshots and app usage, and understand how privacy settings affect monitoring.

Open guide
Collaboration Messaging

Internal Communication

Create channels, send direct messages, and keep team communication inside the same system where work already happens.

Open guide
Collaboration Meetings and calls

Meetings & Video Calls

Schedule calls, share links, manage attendees, and keep lightweight meetings inside UniTrack instead of switching tools.

Open guide
Finance Billing and collections

GST Invoicing

Configure products, billing entities, and GST-ready invoices so your customer billing process is fast and compliant.

Open guide
Finance Spend controls

Expense Management

Capture receipts, review submissions, and build approval rules for reimbursements, SaaS spend, and other operating expenses.

Open guide
Finance Equipment and inventory

Asset Management

Track laptops, accessories, and software licenses across assignment, condition changes, and employee handovers.

Open guide
Ops & Sales Pipeline and delivery

CRM & Projects

Move leads through your pipeline, track deal value, and transition won opportunities into active project work.

Open guide
Ops & Sales Intake and data collection

Form Builder

Create internal or customer-facing forms, collect structured responses, and use them to power repeatable intake workflows.

Open guide
Ops & Sales Approvals and contracts

E-Signatures

Send contracts for signature, place fields, manage signing order, and keep a clean audit trail inside the platform.

Open guide
Ops & Sales Knowledge and AI

PDF Chat (AI)

Upload documents, ask questions against them, and retrieve grounded answers faster than manually digging through PDFs.

Open guide
Ops & Sales Vendor and service discovery

B2B Marketplace

Discover partners, publish service listings, and manage B2B interest in one place instead of scattering outreach.

Open guide

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Try terms like leave, invoice, chat, assets, or switch the category filter back to All guides.

Fast-track onboarding

Use this order if you want the shortest path from empty workspace to a team that can collaborate, request leave, and start real work inside UniTrack.

Open the onboarding guide
Create workspace basics
Organize teams and departments
Define leave and approval rules
Invite employees and leads
Launch tasks, chat, and meetings
Turn on invoicing and ops tools