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Activating Incoming Email
As a prerequisite, you will need existing mailboxes to configure your IEM. If you have purchased a mailbox through Issuetrak, make sure you have that account information available.
Steps :
Cl...
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Last Updated: 12/04/2025
in Using Issuetrak Best Practices 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 ...
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Last Updated: 06/17/2025
in Using Issuetrak General 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...
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This section allows you to set system-wide parameters. You can leave these set to the Issuetrak defaults or adjust as needed at any time.
Be advised, this page requires SysAdmin permission to access and maintain, and will be unavailable if...
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Web Surveys is an add-on to Issuetrak that allows you to construct Web surveys, deploy them, and then analyze the results.
Activating Surveys
Activating the Surveys add-on is easy:
Sign into Issuetrak with a Sys Admin account. ...
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The Events feature allows permitted users to schedule and post issue-related, informational, and Out of Office events on a shared calendar within your site’s interface.
Issue-related events are displayed on both Events and the associated is...
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Last Updated: 12/04/2025
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 purpose of this article is to assist you with getting started using API v2 specifically from the server side of things, which includes deployment, logging, rate limiting, and troubleshooting.
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To view the list of Summary Reports, click on Reporting from the left menu > Summary Reports . These are pre-defined system reports based on the features enabled within your site.
The data from these reports cannot be modified or exported...
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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 Clas...