Popular Articles

  1. Best Practices - Working with Task and Processes

    This article contains guidelines on how to analyze your processes and convert them so they can be implemented into your Issuetrak site. The actual steps to add Tasks and Task Groups to Issuetrak are not covered here, but our About Tasks article ...
  2. My Settings

    The My Settings page can be accessed by clicking your username in the upper right and clicking My Settings . This page allows you to change a few preferences for the current user account. If Record all login attempts is enabled on the S...
  3. About Reports

    Issuetrak has five reporting mechanisms:   Dashboard The Dashboard presents users with up-to-the-minute statistics on all open issues in your system. Saved Searches Saved Searches are quick and easy retrievals of stored...
  4. How to Embed Video

    It is possible to embed videos within Knowledge Base (KB) articles and / or issues. Although the embedded video is a desirable feature, it may be best to just add the video file to a KB article or issue as an attachment. This will allow the users to...
  5. Migrating to AD Federation Services

    This article provides steps for migrating a site with AD / LDAP-authenticated users to AD Federation Services. If you don't have AD configured but would like to configure AD FS, please see this article . At a high level, the following things...
  6. Best Practices - Moving a Workflow to Issuetrak

    Understanding and optimizing your business processes is crucial, but sometimes the reality of how processes operate can differ from documented procedures. That's why documenting both real-world practices and recorded processes is essential for gaini...
  7. Best Practices - Time Zone Adjustment in the Cloud

    Issuetrak’s cloud services provide server hosting configured to specific time zones: U.S.-based cloud servers operate on Eastern Time (GMT-5). Canadian cloud servers use Canada Standard Time (GMT-5), which does not observe Daylight ...
  8. Custom Productivity Reports

    Custom reports can be very helpful to managers that wish to obtain data about the productivity of their agents.  In this article, we’ll take a look at using the Report Writer to create a custom summary report. It’s important to note that the methods...
  9. Mutual Confidentiality Agreement

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  10. About Embedded HTML

    Beginning with version 16.5, Issuetrak provides the ability for you to add embed codes to your site. When we talk about embed codes, we're referring to little snippets of JavaScript or HTML that you can leverage to improve your site experience or ad...