In this session, we’ll explore the remaining features and modules not covered in the first six implementation sessions—and look ahead to how they can support your long-term success. Our goal is to ensure you have a solid understanding of each one, so you can implement them in the way that best supports your team’s evolving needs.
Additional Features
Modules
Key Takeaways
After this session, you should be able to:
- Determine any additional features needed
- Activate and configure modules purchased
- Start the transition from configuration to testing to prepare for “Go Live.”
How-To Videos
To see a demonstration of how to create a Task, click the Continue button to start the presentation below.
To see a demonstration of how to create a Knowledge Base Article, click the Continue button to start the presentation below.
To see a demonstration of how to create an Event, click the Continue button to start the presentation below.
To see a demonstration of how to create a Service Level Agreement, click the Continue button to start the presentation below.
To see a demonstration of how to promote an issue to a Global Issue, click the Continue button to start the presentation below.
To see a demonstration of how to create a Project, click the Continue button to start the presentation below.
To see a demonstration of how to add an Asset, click the Continue button to start the presentation below.
To see a demonstration of how to create a Survey, click the Continue button to start the presentation below.
To see a demonstration of how to add a Billing Line Item, click the Continue button to start the presentation below.
To see a demonstration of how to configure a Chatbot, click the Continue button to start the presentation below.
Additional Resources:
- Testing Your Issuetrak Site: Best Practices for a Successful Implementation
- Best Practices - Working with Task and Processes
- How to Use Tasks Groups for Change Management Workflow
- How to Use Tasks Groups for Employee Onboarding and Offboarding
- Project Examples and Best Practices
- Best Practices - Expanding Issuetrak
- Best Practices - Using the Knowledge Base to Document Administration Tasks
- Using Global Issues to Submit Multiple New Issues
- Planning Surveys for Various Scenarios
- Full Documentation for API V2
