-
The Knowledge Base (KB) is an online library for storing and retrieving useful information and reference materials, such as company policies, procedures, and forms; how-to guides; answers to Frequently Asked Questions (FAQs); and known solutions t...
-
Last Updated: 06/17/2025
in Integrations and Add-Ons API Swagger is a RESTful API Documentation Specification that describes and documents Application Programming Interfaces (API). From the swagger.io site documentation:
The Swagger specification defines a set of files required to describe such an...
-
Last Updated: 10/20/2025
in Getting Started General Your system needs an overall structure for capturing and reporting issue-related information. This is accomplished by categorizing the issues being addressed through Issuetrak into:
Classes – general categories such as Change Requests, Inci...
-
Last Updated: 06/17/2025
in Getting Started General When discussing “Issue Responsibilities,” your first thought might be the issue’s assignee, or possibly the submitter of the issue. However, there are a number of different roles within Issuetrak that tie into issue resolution and can indicate respo...
-
Last Updated: 07/31/2025
in Getting Started Task-Associated User Defined Fields (UDFs) in Issuetrak allow users to connect predefined Task Groups to specific list items in customizable fields. This automation streamlines workflows by automatically assigning tasks based on user selections, mak...
-
Last Updated: 01/22/2026
in Using Issuetrak General Task Manager is the mechanism for adding and maintaining Tasks and Task Groups in an issue, Scheduled Issue , or Issue Template . The Task Manager is also used to build out workflows with process options that change issue values or trigger addit...
-
Webforms are one of many methods of submitting issues with Issuetrak. This method is based on a form being created in a customer-facing application (normally a web site) that interacts with Issuetrak through an Application Programming Interface (A...
-
Last Updated: 06/17/2025
in Using Issuetrak Automation Many of our customers need help with controlling their onboarding and offboarding processes. What they find is that they do not have adequate control of the process to ensure that all steps are completed; this can result in a bad experience for new ...
-
When using and configuring Issuetrak, administrators can choose how their users can authenticate based on multiple criteria and the needs of their organization. To facilitate this, Issuetrak supports multiple authentication methods.
There are t...
-
This article provides steps for migrating a site with AD / LDAP-authenticated users to use our Entra ID integration. If you don't have AD configured but would like to configure Entra ID integration, please see this article .
At a high level,...