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Last Updated: 06/17/2025
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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Last Updated: 06/17/2025
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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The Knowledge Base (KB) is an online library for storing and retrieving useful information and reference materials, such as company policies, procedures, and forms; how-to guides; answers to Frequently Asked Questions (FAQs); and known solutions t...
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Note that the steps for creating the Microsoft 365 Application are for Issuetrak version 15.5 and above. If you are running a version older than 15.5 this option will not be present and the server settings will be listed in the incoming email con...
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Attachments are files that can be uploaded to various areas in Issuetrak, including issues. This feature allows you to add supporting information to issues and knowledge base articles, as well as other areas of the product. This article mainly conce...
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Last Updated: 06/17/2025
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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Global Issues in Issuetrak allow you to link multiple related issues together and manage them as a single, collective item. This is especially useful when the same problem affects multiple users or customers, or when you need to proactively notify s...
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Last Updated: 07/09/2025
in Getting Started General Introduction
Issuetrak is designed with a variety of configuration and customization options that allow you to shape its user interface according to your current operation and user base. It is also designed for long-term scalability so th...
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Last Updated: 06/17/2025
in Getting Started General When discussing “Issue Responsibilities,” your first thought might be the issue’s assignee, or possibly the submitter of the issue. However, there are a number of different roles within Issuetrak that tie into issue resolution and can indicate respo...
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A site ID is a unique identifier that is used to validate your license, as well as distinguishing each running instance of Issuetrak from all others. Additionally, site IDs are also used as a mechanism to distinguish production sites from test sites...