In this article we will show you, step-by-step, how to create a four-window view on one screen, just like the image below:
1. Open the Trackplan app in the Google Chrome browser and log-in normally. This will bring you to the default dashboard view.
From here, at the top right of the browser window, you will see three dots that open a menu (circled in the image below)
2. Clicking on these three dots opens a menu (pictured in the screenshot below). From here click on More Tools -> Create Shortcut
3. Clicking on More Tools -> Create Shortcut will open a window as pictured below. The text input box will be the name of this shortcut/window.
It would be best to leave the title as is, as this shortcut will only open this view (in this example, the shortcut we are creating will only open the default dashboard view).
Make sure the “Open as window” box is ticked before clicking create.
4. Creating a shortcut will produce the result in the screenshot below; a minimal window, and a shortcut icon created on-screen (as seen on the left of the screenshot, below the “Recycle Bin” icon).
5. Once we have successfully created our shortcut, we are free to move or resize it however we like.
In order to create a 4-window view, we will continue as follows.
First, minimise any other windows that may be open. Then, using the mouse, click and drag the top bar of our new shortcut/window and drag this to any corner of the screen.
In this example, we are dragging to the top-right of the screen. Drag the window into the corner until a “shadow box” appears (as highlighted in the screenshot below). This “shadow box” indicates where our window will end up.
6. Dragging our new window into the corner should result in the view captured in the screenshot below.
If the window has not “stuck” correctly, simply grab and drop again until the desired result is achieved.
7. In order to create 4 separate shortcuts/windows, we must repeat these steps for each of the 4 windows.
However, it is important to note that for this to work, we must use 4 different views to create a shortcut with. In other words, each time we return to the Trackplan app in Google Chrome, we just simply choose a different view as to before.
In this example, we have opened the “Sites List” view in the Trackplan app.
From here, we can repeat steps 1, 2, and 3.
8. When we have created our second shortcut/window, we can click and drag the window to the corner of the screen just like before.
In this example we are dragging the window to the top left corner. We should once again look out for the “shadow box” that covers this particular quadrant of the screen.
9. Continuing with this example, we have opened Google Chrome once again, and returned to the Trackplan app. We still need to open a different view to the views we have already chosen. In this example, we will be using the “Assets” view.
10. After repeating steps 1, 2, and 3, we click and drag our new window, and in this example, we are dragging the window to the bottom left quadrant, until the “shadow box” appears.
11. Continuing with this pattern, we have re-opened the Trackplan app in Google Chrome and chosen yet another view. In this example we have opened the “Forms” view. Repeat the steps as before (Google Chrome Menu -> More Tools -> Create Shortcut etc).
12. Once our fourth and final shortcut/window has been created, we will click and drag this window to the remaining empty quadrant of the screen (in this example, it is the bottom right) and look out for the “shadow box” indicator.
13. Once all 4 of our shortcuts/windows have been set up, we are free to use the app. You may also swap these windows to different corners if you wish.
To change the view, we can either click on the menu in any window as highlighted in the screenshot below:
Or click here (circled in the top left window) to open another menu.
14. A few things to note with this process.
When we create a new shortcut/window, it will open as a separate window to Google Chrome as demonstrated in this image:
The shortcuts will also be saved to your desktop automatically, as we can see here:
- Each shortcut has a name, this is the name that automatically pops up when the “Create Shortcut” window appears for us in Google Chrome. Therefore, it is important to leave these as is, so we can differentiate between each shortcut.
- Also, when we drag and drop these shortcuts/windows to certain areas on the screen (in this example, to any quadrant of the screen) the shortcuts will remember this. What this means is, you can close these windows, re-open them and they will return to spot you had chosen for them previously.
- It is important to note that when re-opening these shortcuts, they will revert to the original view you chose when creating them. It would be wise to carefully choose the views you want to create a shortcut for, for example; your most visited pages / most used features of the software.