The Basics

  • Add a Phone Number

    You can add a mobile phone number to your profile.In the left navigation, click Profile and select My Preferences. The Settings page opens.Next to ...

  • Archive Items

    You are able to archive Projects, Tasks, Risks, Incidents and other items. This keeps historical items out of the way but still accessible, such as...

  • Export Events, Incidents, Indicators, Risk Profiles, and Risk Assessments using the Document Manager

    You are able to export Events, Incidents, Indicators, Risk Profiles, and Risk Assessments as PDFs. Because these have a lot of data, the PDFs can t...

  • Filters in WeTrack

    Filters are available throughout WeTrack on Projects, Tasks, Departments pages, and more. Use filters to narrow what you see to only the informatio...

  • Glossary of Terms

    Use the links below to browse a section, or press CTRL+F (Windows) / CMD+F (Mac) to search for a specific term. A B C D E F G H I J K L...

  • Log in to WeTrack for the First Time

    When a system administrator invites you to WeTrack, you will receive an email with a link to access the system. Follow the steps below to accept th...

  • MyTrack: Your Personal Dashboard

    My Track is your personal dashboard in WeTrack. It gives you a snapshot of your work across the system: what is overdue, what is coming up in the n...

  • Reset your Password

    To reset your WeTrack password, follow the steps below.If your organization hosts WeTrack on their own infrastructure, resetting your password thro...

  • Set Notification Preferences and View Notifications

    You are able to receive updates on items that you own or are subscribed to. To view your notifications:In the left sidebar, click Notifications (th...

  • Set Up Calendar Subscriptions

    Calendar Subscriptions let you sync items you own in WeTrack to your external calendar. Tasks, risks, issues, and actions appear alongside your oth...

  • Set Your Account Language

    You can set your preferred display language. Your language selection applies to the interface across the application; user-entered information will...

  • Switch between WeTrack Accounts

    If you have access to more than one WeTrack account, you can move between them without logging out. You can select an account when you first log in...

  • The RAG (Red, Amber, Green) System: Basic Principles

    The RAG system is a simple traffic-light framework used in project management to communicate the overall health or status of a project at a glance....

  • Upload a Profile Picture

    Your profile picture appears next to your name throughout WeTrack. Square images are recommended for the best display. To upload a profile picture:...