➕ How to add a participant in Trackline
Add a participant from the contact agenda
In Trackline, within the Code Contract platform, you can add external participants in two ways: from the Contact Agenda or directly from the process template.

This makes it easy to quickly and efficiently include external collaborators in your workflows.

Add participant from the Contact Agenda

• Access the Agenda
  From the platform, go to Settings → Contacts.
• Create a new contact
  Click on Add contact and complete the participant’s details (name, email, etc.).
• Save the contact
  Confirm so that the participant is registered in the agenda.
• Use the contact in processes
  When managing a process or template, you can select this participant from the agenda.

Add participant directly from a template

• Access Templates
  Select the template you want to edit.
• Edit the template
  In the step where participants are assigned, choose Add participant.
• Enter the participant’s data
  Fill in the required information without needing to register it beforehand in the agenda.
• Assign role and save
  Define the participant’s role and save the changes so that it is incorporated into the template. This contact will be automatically saved in your agenda.