Popular Articles

  1. About Microsoft 365 Integration

    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...
  2. Navigating the Issue Lifecycle in Issuetrak

    The lifecycle of an issue varies depending on the usage, but there are also some similarities and best practices to follow. This guide aims to provide a structured understanding of the sequential steps involved in handling an issue within Issuetrak,...
  3. Site Appearance

    These optional settings allow you to change the appearance of the site to match your company specifications. You can choose which ones you want to adjust and which ones to leave set to the Issuetrak defaults. Click the gear icon in the up...
  4. Getting Started in Issuetrak

    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...
  5. Incoming Email Overview

    You can have the system automatically convert emails into new issues through Incoming Email (IEM). You may configure Issuetrak to retrieve messages from Exchange, IMAP, POP3, Google, or Office365 mailboxes. If you are also using Issue Notificati...
  6. Mass Updates

    This article describes how to update a large number of specific issues (Mass Update), as well as how to delete a large number of specific issues (Mass Delete).
  7. Best Practices - Time Zone Adjustment in the Cloud

    Issuetrak’s cloud services provide server hosting configured to specific time zones: U.S.-based cloud servers operate on Eastern Time (GMT-5). Canadian cloud servers use Canada Standard Time (GMT-5), which does not observe Daylight ...
  8. About Identity Management

    When using and configuring Issuetrak, administrators can choose how their users can authenticate based on multiple criteria and the needs of their organization. To facilitate this, Issuetrak supports multiple authentication methods. There are t...
  9. About Causes

    Causes is an optional field allowing for root causes to be identified within issues. Identifying the cause of an issue can increase your ability to quantify and appropriately address known problems. This feature may be of particular interest to Is...
  10. Password Policy

    You can implement various password policies to help increase the security of your Issuetrak site. Behind the scenes, Issuetrak uses substantial protections to avoid the compromise of sensitive customer data. Different mechanisms are employed based o...