Schedule Tracks: Filtered Views of Your Schedule

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A Schedule Track is a filtered view of your schedule. A Track contains a subset of your sessions, according to the track names or "tags" you assign. 

For example, you might have sessions tagged by audience (First Year Students; International Students). You might set up your tracks by topic (Sales; Marketing; Executive). You could also create a Schedule Track that houses sessions for a specific timeframe (June 12-16; June 19-23). You can assign more than one track designation to a session, so a session might be tagged "June 12-16" and "International Students". 

Your schedule tracks will be visible in the main schedule. You can also choose to pin your schedule tracks to your navigation menu for quick access. 


Here is a video walking through all three ways to set up your schedule tracks. For additional details, please visit the written sections below.

 


How to Set Up Schedule Tracks

There are a few different ways to set up Schedule Tracks.

  1. Manually add your sessions and tracks simultaneously
  2. Use the template import to add your sessions and tracks simultaneously
  3. Add all of your sessions and tracks separately, and then assign sessions to tracks afterwards.

Manually Add Your Sessions & Tracks Simultaneously

In Builder, navigate to the guide-building screen. Then click on the Schedule menu item in your guide.

Click on the "New session" button. This will open the manual session creator. Add information about your session here.

In the Track field, type in the name of the Track you'd like to assign. Click "Create new track '[track name]'".

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You will have the option to set a color for your track here. Please Note: This track description is for your internal notes only. If you would like to include track descriptions in your guide for users to see, please see this Pro Tip linked here.

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You can assign more than one track designation to a session. When you have successfully added your session information and track designation, click "Save".

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Continue to repeat this process to manually add your sessions with their track designations. 

 

Use Template Import to Add Your Sessions & Tracks Simultaneously

In the schedule template spreadsheet, there is a "Schedule Track" column where you can input your schedule track name.

If you assign more than one track to a session, separate the track names with a semicolon (;). 

Please click here for details on importing a schedule template spreadsheet.

 

Add your Sessions & Tracks Separately, then Assign Sessions to the Tracks

You might add your schedule sessions into your guide before deciding to set up tracks, or you might not know what your track names will be. 

In Builder, navigate to the guide-building screen. Then click on the Schedule menu item in your guide. Add your schedule sessions. (Click here for help with adding sessions.)

Then, in the Schedule menu item, click on the "Tracks" tab. Click "New Track" to create your schedule tracks here - give each a name and a color. 

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Remember: The track description is for your internal notes only; your end-users will NOT see this description text. 

Once you have created a track, click on it and then open the "Sessions" tab. Click on the "Search for session..." box to type in the name of sessions and select them. This will assign the sessions to the track. 

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If you have any questions, please contact us at Support@guidebook.com.

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