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Last Updated: 09/25/2024
in Getting Started General Controlling visibility to an issue allows you to control who can view an issue in Issuetrak. Many implementations require the ability to control whether a user can see certain issues. We can do this by using a combination of entities (organizations ...
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Last Updated: 09/25/2024
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...
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When we talk about activating Issuetrak, we're talking about validating your license so that you can use your site and the features that you've purchased.
Issuetrak has two methods for activation, which we can summarize below as:
Auto...
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Once a survey has a completed response, there may be a need to filter the responses by different criteria or the need to export data to be organized into a different format, such as charts or graphs, to allow for reporting.
There are 2 methods ...
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Last Updated: 09/25/2024
in Getting Started General You can have the system automatically convert emails into new issues through Incoming Email (IEM). You may configure Issuetrak to retrieve messages from Exchange, IMAP, POP3, or Office365 mailboxes. If you are also using Issue Notifications or...
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Round Robin is a feature that takes each issue assigned to a group and re-assigns it to one of the group's members. Round Robin is implemented as an attribute that can be turned on for groups.
How does Round Robin work?
Once Round Ro...
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Outgoing Email settings govern Issuetrak's connectivity with outbound mail servers, behavior concerning linked attachments, logging retention, behavior surrounding outgoing email, and (to a lesser extent) the content of outgoing email.
How t...
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Last Updated: 04/18/2025
in Integrations and Add-Ons API This article provides information on the Issuetrak RESTful API (also known as API v1), including important points to keep in mind and instructions on where to locate the documentation and installation files.
Introduction
Why might you ...
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Last Updated: 12/28/2023
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 ...
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Introduction
This article is intended to assist the Issuetrak administrator with using the Issuetrak Deployment Manager (IDM) to upgrade an existing installation of Issuetrak. The IDM provides a graphical wizard interface for upgrad...