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The Issue Hub is a centralized location for viewing open issues that you have access to. A few of the things you can do in the Issue Hub are:
View all Open Issues you have access to
View a Global Issues list
Display Issues tha...
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Last Updated: 09/25/2024
in Getting Started General
Issue notifications are automatically generated based on events that occur within an issue. When an event occurs, emails are sent to users based on the role they hold on the issue. This document goes over those notifications and how they can be modi...
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The Billing Module gives you the ability to add multiple line items to an issue to represent Product and Service charges against an issue. For service companies, this results in an ability to record charges for services provided and to charge for m...
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The following series of options in the Security section allow you to either enhance or reduce the security of your Issuetrak site. It is important to note that some of these enhancements may reduce the functionality of the browser, causing potential...
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Report Writer is one of the most important features of Issuetrak. This article will help you understand its terms, capabilities, and the reasons to use this feature. It empowers you to construct reports that gather and structure data from your Issue...
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Issuetrak offers integration with Microsoft Entra ID via the Identity Management area of the product. The advantages of utilizing Entra ID with Issuetrak are very similar to those from using AD Federation Services:
Issuetrak never has the u...
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Note that the steps for creating the Office 365 Application are for Issuetrak version 15.5 and above. If you are running a version older than 15.5 this option will not be present and the server settings will be listed in the incoming email config...
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Issue Statuses
There are two Issue Statuses: Open and Closed. Issue Statuses are inherent to the system and do not require any additional steps to be activated. Many features like Automation and Dashboard are issue status dependent....
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Last Updated: 09/30/2024
in Getting Started General
When using Issuetrak, the look and feel of the site are important as it helps provide additional information or better expresses the usage and usability of the site for your users. Whether this is the login screen having additional text or images o...
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The Dashboard is a user-specified display of At-A-Glance statistics regarding open issues. A user must have Dashboard permissions within their Menu Options / Pages Allowed to view the Dashboard. If Issue Classes are enabled, selecting a Cla...