Best Practices

Understanding and optimizing your business processes is crucial, but sometimes the reality of how processes operate can differ from documented procedures. That's why documenting both real-world practices and recorded processes is essential for gaini...

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. t...

It is possible to embed videos within Knowledge Base (KB) articles and/or issues. Although the embedded video is a desirable feature, it may be best to just add the video file to a KB article or issue as an attachment. This will allow the users to s...

When another group or department seeks to take advantage of the benefits you're experiencing with Issuetrak, deciding whether to integrate them into your existing site or create a separate one is crucial. Where do you begin?   Where to start?...

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 ...

The Custom Record Table functions as an internal database linked to issues, containing unique records that can be reported on. Each issue retains a reference to its corresponding Custom Record Table entry, facilitating efficient data management an...

Issues in Issuetrak can be assigned to agents or agent groups using various methods, both manual and automated. Assignments can occur either upon submission or later during the issue's lifecycle. This guide outlines the different assignment meth...