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Kalever
  • How We Work
  • The Platform
  • Why Kalever
  • Resources
    • Articles
    • Product Decks
    • Case Studies
  • Contact

Getting Started

4
  • Your Home Dashboard: Overview
  • Account and Notification Settings
  • Create a New Project
  • Navigating the Project Dashboard

Pricing tool

2
  • How to Create a New Quote
  • How to Download, Edit, and Duplicate Quotes

Survey Creator

7
  • How to Create a New Survey
  • Classic Editor: Control Area
  • Classic Editor: Overview
  • Classic Editor: Adding and Editing Survey Elements
  • Classic Editor: Using Custom Modules
  • Decipher Editor: Editing Your Survey
  • AI Assistant

TrackEntry Tool

4
  • Introduction to TrackEntry: Access and Overview
  • How to Create, Edit, and Manage Entries
  • Using Live Chat for Real-Time Communication
  • How to Integrate TrackEntry with a Decipher Survey

Codebooks Tool

2
  • Creating a Codebook for Open-Ended Data
  • How to Edit and Manage Your Codebook

Best Practices: A Project Lifecycle Guide

7
  • Phase 1: The Bidding Stage: Creating a Winning Quote
  • Phase 2: Project Kick-Off: Setting Up for Success
  • Phase 3: Questionnaire Design — From Idea to Final Draft
  • Phase 4: Initial Survey Programming: A Seamless Handoff
  • Phase 5: QA – Efficient and Traceable Survey Testing
  • Phase 6: Managing Client Feedback and Changes
  • Phase 7: Data Checks — Ensuring Data Quality

Survey Intelligence

4
  • Introduction to Survey Intelligence
  • Accessing Survey Intelligence
  • Running an Analysis within Survey Intelligence tool
  • Reviewing Results
View Categories
  • Home
  • Knowledge Base
  • TrackEntry Tool
  • How to Create, Edit, and Manage Entries

How to Create, Edit, and Manage Entries

Entries are the core of TrackEntry, used to log feedback, assign tasks, and track issues. This guide covers the full lifecycle of an entry.

How to Create a New Entry #

  1. From the main TrackEntry dashboard, click the  button in the top-left corner.
  2. The “New entry” pop-up window will appear.
  3. Fill in the following details:
    • Question ID (Required): Enter the specific question number or identifier this entry relates to. Use “General” for project-level feedback.
    • Priority: Select a priority level from the dropdown (e.g., Minor, Moderate, Critical).
    • Status: Select the current status of the entry (e.g., Open, Pending, Implemented, Closed) to indicate its progress.
    • Tags: Add one or more tags to help organize and filter entries.
    • Attachments: Click the icon to attach relevant files, such as documents.
    • Screenshots: Click the screenshot icon to capture what is on your screen for better understanding of the task.
    • Description (Required): Provide a clear and detailed description of the task, issue, or feedback. You can use the rich text editor to format your text. You can also use the speech to text functionality.
  4. Once complete, click the Create button.

How to View and Edit an Existing Entry #

To view the details of an entry, open the Overview window.

  • Table view: Click the entry description or use the icon on the far right side of the row .
  • Compact view: Click the icon at the top of the entry card .

From this window, you can:

  • View All Details: See a complete summary of the entry, including its creator, status, priority, and description.
  • Edit an Entry: Click the Edit button in the top right corner to modify any of the entry’s details.
  • Delete an Entry: Click the Delete button to remove the entry. This is only possible if the entry has an “Open” status.
  • View and Add Comments: The lower section of this window displays all comments related to the entry. Use the Add Comment button to add a new comment and continue the discussion.
  • History: Click the History icon in the top left corner to view the entry’s change history. This allows you to see when updates were made and what changes were applied.
  • Attachments: Click the Attachments icon  to view all files uploaded to the entry, including attachments added in the description and comments. From this panel, you can review the files and download the ones you need.
    Introduction to TrackEntry: Access and OverviewUsing Live Chat for Real-Time Communication
    Table of Contents
    • How to Create a New Entry
    • How to View and Edit an Existing Entry

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