Popular Articles

  1. About Events

    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...
  2. How to Perform an Upgrade Using the Issuetrak Deployment Manager (IDM)

    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 upgrading ...
  3. Outgoing Email in the Issuetrak Cloud

    Customers using Issuetrak's Cloud service can use one of the below three methods to configure outbound email for their site(s): Use Issuetrak's mail service with a Myissuetrak.com sender domain Issue notifications will be sent fro...
  4. Previous Release Notes

    This article provides access to general documentation for all currently supported versions of Issuetrak.
  5. System Defaults

    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...
  6. About Issue Auditing

    Issue Auditing allows you to capture most changes made to each issue record. Audit records can be searched from either the issue or the Administration menu, reported on using the Report Writer, and archived by date range.   Activating Issue A...
  7. How to Integrate Power BI with Issuetrak

    It is possible to use the Scheduled Reports feature to send a Scheduled Report in CSV format to an email account that is monitored by Microsoft OneDrive. Power BI can then be connected with OneDrive to pull your reports and then process them in any ...
  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 Custom Reports feature to create a custom summary report. It’s important to note that the...
  9. Managing Task Groups

    Several tasks may be grouped together and collectively added to an issue. These pre-defined Task Groups can maintain a consistent workflow in the course of resolving issues. Within Task Groups, dependencies among tasks can be established, e.g. tas...
  10. Managing Surveys

    The main survey page displays a list of all surveys. All surveys are always in one of three states: Design , Open , or Closed . When a survey is first created, it is in Design mode while the owner creates the survey. Once a survey is ready to l...