Main Menu and its Functions

Please note: If a specific item is not available, this would be to do with the permissions enabled for certain roles. If you think you should be able to view a specific menu item, get in touch with YT support team at support@yaktrak.com.au

Dashboard: A dashboard is an interface that provides users with an at a glance view of information relevant to the person who has logged in and/or their teams.
Members (Leaders & Admins): This menu provides you an overview of all the members within your team. It also shows you their status in YakTrak. By clicking the drop down arrow, you can do the following:
- Edit Team members profile
- View User's profile including their coaching activity and goals
- Remove their membership
- Change/update their role and skillset
Teams (Leaders & Admins): This menu option gives you an overview of all the teams the user leads. The following actions can be performed here:
- Edit Team Name
- Update Team Leaders
- Remove/Invite members from your team
- View your team's' Yaktivity, team's goal and all activities in graphical format.
Goals: This menu option provides a clear view on all the goals you have set for yourself (Irrespective if you are a frontline/leader or sr leader). The goal summary page provides your goal completion rates, the behaviours you have been working on from the current month to the last 12 months and above. It also lists all the different status of goal within the timeframe chosen.
Coaching & Forms: This menu lists all the coaching and development activity you have received.
Assigned Forms: Lists all the forms you have been assigned by your leader and been assigned to - Only visible if you have forms assigned to you or you have assigned a form to someone else. (This menu item is only visible for clients who uses assigned forms)
Development: This menu option provides you your skills rating level - they are the developmental or skill's assessment your leader has completed with you to understand your mastery level within each category and how you have developed your core skills over a rolling period of time. Please note this is an archived feature and not currently in use
Campaign: Formerly called "Focus", this menu item, lists not just your campaigns but also your teams campaigns.
Meetings: List of all the meetings where you as a leader/frontline have been a participant as well as host.
Reports: Different types of report – currently available 13 as default and this can be turned on and off based on the role or requirement of the clients. Reports can be exported or emailed, and you can also schedule a reporting cadence.
Resources: This is where a client can upload resources/document to support the leaders or the team members in their development journey.

Main Menu and its Functions

This article covers all the options available in the main menu, located on the left side of the screen when you login. It explains what these are and how a user can use them to perform various actions.