How do I add a Resource in YakTrak?

The Resources page can store:

• Documents (e.g. Word, PDF)
• Videos
• Images
• Audio clips
• Links to intranet pages or your LMS

Permissions:

• Resources are managed by an internal administrator.
• Anything added here is visible to all users unless you restrict visibility.
• If you’re an administrator and don’t have access to add or remove resources, contact YakTrak Support.

Before you start: folders

If you need to organise content, you can create folders and sub‑folders first, then upload resources into them.

Step 1: Open the Resources page

1. From the YakTrak main menu, click Resources.
2. Click the Create button (top right).
3. You’ll see three options:
   • Upload Resource
   • Create Link
   • Create Folder

The next sections explain each option.

Option 1 – Upload a Resource (file)

Use this for documents, videos, audio files, etc.

1. From the Resources page, click Create > Upload Resource.
2. In the upload screen, click the grey box and choose the file you want to upload from your computer.
3. Click Next.
4. Under Details, enter:
   • A clear Title (what the resource is called).
   • A short Description (what it’s for / when to use it).
5. Click Next.
6. Under Visibility:
   • Toggle to Visible to all members to make it available to everyone, or
   • Toggle to Visible to select members only and choose which roles / users should see it.
7. Click Save.

• Your file will now appear in the Resources list (or folder you uploaded it into).

Option 2 – Create a Link

Use this for links to your intranet, LMS, or other external sites.

1. From the Resources page, click Create > Create Link.
2. In Details, enter:
   • Title – how you want the link to appear in the list.
   • Description – what the link is for.
   • (If prompted) the URL of the external site.
3. Click Next.
4. Under Visibility:
   • Toggle to Visible to all members for general access, or
   • Toggle to Visible to select members only and select specific users / roles.
5. Click Save.The link will now appear in the Resources list.

Option 3 – Create a Folder

Use this to organise resources into groups (e.g. “Onboarding”, “Sales scripts”, “Compliance”).

1. From the YakTrak main menu, click Resources.
2. Click Create > Create Folder.
3. In the pop‑up window, enter:
   • Title – the folder name (e.g. “New Starter Resources”).
   • Description – what type of content the folder contains.
4. Click Next.
5. (If available) add a Header – this appears at the top of the folder page and helps explain its purpose.
6. Under Visibility:
   • Toggle to Visible to all members if everyone should see the folder, or
   • Toggle to Visible to specific members only and select the roles / users that should have access.
7. Click Save.

• You can now open the folder and use Create > Upload Resource or Create > Create Link inside it.