How Do I Manage Volunteers in a Track?

Created by Brittany Crow, Modified on Tue, 11 Jul 2023 at 11:08 AM by Brittany Crow

 Heads up! Only site managers can create and manage Registration Tracks. This article is intended for site managers. If you're an advanced program manager looking for information about managing your programs, click here. If you're a program facilitator looking for information about reviewing your programs, click here. 


All volunteers who join your site themselves will need to go through a Track. Do you want to see who is in a Track and the requirements they've completed for it? You can with the Volunteer Lists tab in the Tracks area of your dashboard! Here we cover: 


How do I see who is in a Track? 

Want to see who is in a Track? 

1. Go to Volunteerism > Tracks2. Select the Volunteer Lists tab. 3. Use the Tracks dropdown to select the Track you need. 

4. Here you can see who is in that Track and how many steps they've completed. 

  • You can also click Hide Complete to only see volunteers with steps to complete within that Track. 




How do I remove someone from a Track?

Did a volunteer start a Track and halfway through, realize it wasn't the right one for them? No worries! You can simply remove them from that Track and put them in the correct one! This will remove any record of that user completing the wrong Track. 

 So you know: This can also remove the user from a Program if the Track associated to the Program is the only way they're in it. They can still be viewed by the advanced program manager if they have responded to an Opportunity or are part of a user group. 

To remove someone from a Track: 

1. Go to Volunteerism > Tracks > Volunteer Lists

2. Use the Tracks dropdown to select the Track you need. 

3. Click the (X) icon under the Options column for the individual you want to remove from the Track. 


How do I email someone in a Track? 

You have two options for emailing volunteers within a Track: 

How to email an individual volunteer in a Track

To email an individual in a Track: 

1. Go to Volunteerism > Tracks > Volunteer Lists

2. Use the Tracks dropdown to select the Track you need. 

3. Click the volunteer's email form the Email column. 

4. When you're ready, click Send Email


How to email several volunteers in a Track

Need to email more than one volunteer in a Track? No problem! 

1. Go to Volunteerism > Tracks > Volunteer Lists

2. Use the Tracks dropdown to select the Track you need. 

3. Check the box beside each user you want to email under the First Name column or check the box beside the First Name column to select all. 

4. Click Email Selected

5. When you're ready, click Send Email!


Want more info about Tracks? 

Here are some additional helpful resources to help you stay on "Track". 

  • Want to learn more about Tracks? Click here
  • Looking for information about editing Tracks? Click here
  • Do you want to share important links for your Tracks? Click here to find out more! 
  • Need to track your data? Click here
  • Click here to learn more about deactivating Tracks or here to learn about cloning them! 
  • Want help setting up the user registration? Click here
  • Do you prefer videos? Check out this resource for our video library on tracks!