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Creating An HR Playbook Example

What is your definition of human resource management?

If you want your business to succeed, you should invest in hiring qualified employees. To ensure that you hire the right person, write a detailed job description. This will assist you in identifying the skills required for each position as well as attracting the right candidates.

Human resource management is the process of ensuring a productive and effective workforce. The goal of this process is to keep high-quality employees and motivate them to do their best work.

Template Configuration


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Template Details

Let’s create an HR playbook with Tracup custom field! Tracup custom fields allow users to build Tracup into virtually anything. You can imagine using them to keep track of things like progress percentage notes or even employer contact information to use custom fields.

Have you ever suffered from making ss sheets that can record your recruitment progress? Just like the following one:

Tracup_customfield_compare sheet

The merits of these sheets are that these are traditional ways to manage personal resources and users are familiar with this. But can users sheet achieve the multiple functions like screening, record based on different color and flexible to sort situation of employer, but not a boring and simple sheet? But now, users have a powerful recruiting process tools - Tracup custom field.

What you’ll find

Tracup custom fields allow users to build Tracup into practically anything. You can imagine using them to keep track of things like progress percentage notes or even contact information for employers to use custom fields.

Users can add new custom fields at the space folder or list levels to add a new custom field just navigate to the custom field menu for a space folder or list.

Create Custom Field in Tracup

You can add Custom Fields right from any task. The Custom Field will be added to the List where the task lives.

  1. Open any task.

  2. Scroll down past the task description to the Custom Fields section.


  3. Click + Add or edit fields.


  4. Write down the Custom Field you want to add to your tasks.

  5. The Custom Field will be added to the List where the task lives.

You can create brand new Custom Fields or add existing Custom Fields from some locations in your Workspace.

From List view

  1. Open any List view in your Workspace.

  2. You can add columns to a List view one of two ways:

  3. Click the + icon or


  4. Click the Columns button

  5. The Custom Field will be added to your Table view.

From the Sidebar

You can also create Custom Fields for specific Spaces, Folders, and Lists from the Sidebar.

Click the Space, Folder, or List settings ellipsis icon.

  1. Select customize.

  2. Click Custom Fields.

  3. Click Add Field.


  4. Select the type of Custom Field you want to create.

  5. Tracup has three types of custom field: Text, Number, Date and URL.


  • Fill out the details for your new Custom Field.

  • Click Create.


  • The new Custom Field will be added to all tasks in the Space, Folder, or List.

Module of Recruitment Process in Tracup

Tracup provides a module of employee recruitment process, and we also leave many spaces for users to make their own choice and use their imagination.


Users can edit these types or modules depend on their requirements and create their own HR Playbook. Above module is for reference only.

List of Custom Field types

Here is a list of Tracup Custom Fields types with descriptions and examples available for each type.

Type Description Example
Text Enter a text. Take time to Tracup!
Number A formatted numeric value. 123,456,789
Date A custom date and time. Today 12/31/2022
URL Capture the URL of any website.

Open up a task to make changes to any of its custom field values.

If you have any other questions about how to use custom fields, just let us know: Tracup.

Other Info

Built in 2022-12-02 09:58:56


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