The Builder lets you shape YoTrackr around your own things: a "Legal tools" sector, a "Contract owner" column, a sidebar tab for one client. Open Settings, then Builder. It has three sections: sectors and sub-categories, sidebar tabs, and table columns.
Who can use it
Creating and editing custom sectors, tabs and columns is part of the Pro and Team plans. On Free and Starter the Builder shows Available on the Pro and Team plans. Anything you created earlier keeps working. See what each plan includes.
What you can create
| Section | What it does | What you enter |
|---|---|---|
| Sectors and sub-categories | A sector is a top-level group. It appears in the sidebar under Asset Sectors and in the sector choice of the add form. A sub-category splits a sector further. | A name and an icon. For a sub-category, also the sector and a Kind of item (Domain, Hosting, SSL, SaaS or Other) |
| Sidebar tabs | A shortcut in the sidebar under Custom that shows only the items of one sector or sub-category. | A tab name, and optionally a sector and sub-category. Leave them on All sectors to show everything |
| Table columns | Your own field. It appears in the add and edit form and as a column in the table. | A column name and what it Holds: Text, Number, Date or Yes / No |
Add and manage
- Type a name, choose an icon where there is one, and choose Add sector, Add tab or Add column. A name is required, and a sector name that already exists is ignored.
- Your items are listed under each form. Use Rename, Icon or Delete on a row.
- To show or hide a custom column in the table, use Columns above the list. See search, sort, filter and columns.
Ideas that work well
| You want to | Create |
|---|---|
| Group items by client | A sidebar tab per client, or tags, which need no plan |
| Track who owns each renewal | A Text column called "Owner" |
| Store a licence key or account ID | A Text column such as "License key". Useful for plugins and themes: see tracking WordPress plugin and theme renewals |
| Mark items that auto-renew | A Yes / No column called "Auto-renews" |
| Keep a contract end date | A Date column |
Good to know
- Create the sector first, then its sub-categories, then move or add items into them.
- Custom columns are exported and imported as
custom_columns. See import subscriptions from a CSV file. - Deleting a custom sector, sub-category, tab or column removes that shortcut or field from the screens. Download a backup first if items rely on it. See backups and recovery inside the app.
- Your customizations are saved to your account with your settings, so they appear on every device you sign in on. Clear this device in Settings → Data clears only the copy in this browser, and they come back when you open YoTrackr signed in.
Common questions
Can I use the Builder on the Free plan? No. It is part of Pro and Team. Tags work on every plan if you only need to group items.
What happens to my custom fields if my plan ends? Anything you created keeps working. Only creating and editing is held back.
Do custom columns come out in a CSV export? Yes. Each one is exported as a custom_ column.
Can I rename a sector later? Yes. Use Rename on its row.