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Essential Steps for Getting Started with ActivTrak

Congratulations on your new ActivTrak account! You’re on your way to gaining all sorts of invaluable organizational insights. Setting up ActivTrak is super easy, but we’ve made it even easier by putting together this checklist to make sure you complete all of the essential setup steps. Have fun and let us know if you have any questions!

1. Install the ActivTrak Agent 

The entire data cycle begins with the ActivTrak Agent. The Agent is a robust and reliable piece of software with a low system profile. Install the Agent to collects data and execute responses to user activity.

Article: Deploying the Agent 


2. Assign Applications and Websites a Productivity Label 

You can classify websites and applications by their productivity value and label each as productive or unproductive. Both types of categories are essential to ensuring your reports make sense. 

Article: Classifying Productive Sites and Apps 

3. Group Activities by Category

Bundle similar apps and sites into descriptive categories. This allows for a better understanding of how various types of applications and websites are utilized.

Article: Categorize a Website or Application

4. Add Users to the Do Not Track List

Prevent ActivTrak from gathering activity data and screenshots from specific people. 

Article: Do Not Track


5. Create User and Computer Aliases

Change the viewable name of a computer or user with an alias. When the agent is installed on a computer, it shows the registered name of the computer on all associated computer data. You can also use aliases to change the names of users in reports and combine variations of user names into a single alias.

Article: Change and Create Aliases



6. Create Custom Tracking Schedules 

Set up scheduled monitoring hours for appropriate users if you don’t want to collect unnecessary information outside of the workday.

Article: Use the Scheduling Feature to Reflect Employee Working Hours



7. Organize Users Into Groups

Groups allow you to group monitored workstations together and segment data any way you’d like. Each workstation in a group can be still accessed and viewed individually, but groups allow you to aggregate, segment and analyze specific clusters of data together.  

Article: Creating and Managing Groups


8. Create Your First Alarm Trigger and Actions

All reactions to user activities are triggered by alarms. As the ActivTrak Agent runs in the background, it’s looking out for a user's actions to match specific criteria configured by an account administrator. When these predefined conditions are met, the ActivTrak agent triggers a reaction on the user's machine or in the ActivTrak dashboard.

Article: Creating Custom Alarms


9. Configure Screenshots 

Screenshots give administrators clear images of user activity on machines running the ActivTrak Agent. With visual records like images and videos, it's easy to see what happened when, and the process of solving many different problems becomes a little bit easier.

Article: Capture Basic Screenshots

10. Block Websites 

Maintain a list of blocked domains by adding, removing, and modifying them as necessary. You can block websites for individuals, groups, or your entire organization.

Article: How to Block a Website

11. Explore the Dashboard 

The ActivTrak dashboard displays summaries of the extensive and more detailed reports available in other areas of the app. If you just want a quick snapshot of your organization from time to time, the dashboard is the place to go. 

Article: Navigating the Dashboard

12. Review Individual Reports

We’ve built multiple analytical reports into both the ActivTrak web and mobile apps to help you glean valuable insights and increase team productivity. All reports contain powerful filters — some universal, some report-specific — to help you discover trends more quickly.  

Article: ActivTrak Reports

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Mark Allen