Popular Articles

  1. The Benefits of Customer Training

    When you purchased Issuetrak, you had a specific problem to solve. Setting up the system and training your team are essential steps toward successful implementation. As the system administrator, you’re likely responsible for both. Well-trained teams...
  2. How to clear browser cache and storage

    If you are experiencing login issues you may need to reset your browser state or storage, please reference the steps below. Steps: Internet Explorer (for Issuetrak versions 12.9 or older) : Go to Tools (Gear icon in the top...
  3. About Note Tokens

    Issue tokens are placeholders for information that you can add to a note, which will be replaced with the actual information once the note is saved to an issue. They may be stored in other places raw only to be replaced when a note based on them is ...
  4. About Entities

    Entities in Issuetrak serve as unique identifiers for users and groups of users, allowing for efficient organization and management. What a user can see and do in Issuetrak are controlled by user permissions and what entities they are associated wit...
  5. Saved Searches

    Saved Searches are quick and easy reports generated from criteria entered on the Search Issues screen. Once saved, a Saved Search can be run any time with the most current data or delivered at regular intervals to select users via email in CSV, Exce...
  6. About the License Screen

    This article explains the License screen within Issuetrak. Your License determines how many Agents you have, which add-ons can be activated, whether your site is for Testing or Production, and when access to your site will expire. Sit...
  7. About Global Issues

    In Issuetrak, activating Global Issues allows you to link multiple issues together and work with them as a collective unit. You can also make it easier for different users to report the same issue through this feature. In a Global Issue scena...
  8. Installing the API

    If you're actually interested in learning about Issuetrak's second-generation API v2, then you should read this article instead. Issuetrak provides the means to deploy the API via either the Issuetrak Deployment Utility (IDU) or the Issue...
  9. About Projects

    The optional Projects feature is a mechanism through which you can group related issues together that share common goals. You can define Project Members who have access to view the project and its progress, as well as a Project Manager who has respo...
  10. How to Use Tasks Groups for Change Management Workflow

    Change Management Workflow In Issuetrak, a basic workflow must be broken down and entered as Task Groups . Those Task Groups have triggers that move you to the next step in the workflow. We’ve created a workflow diagram that appears below an...