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Last Updated: 06/25/2026
in Getting Started General Issue Templates are issue submission templates you create for commonly addressed issues. They allow you to pre-define appropriate information and values for those issues, such as the Subject, Description, Issue Type, Subtype, Priority, Email Sub...
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User Defined Fields (or UDFs) are custom fields that can be added to Issuetrak by Administrators to allow additional information to be provided in:
Issues
Organization records
User records
Asset Types (if licensed)
Product...
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Last Updated: 06/17/2025
in Getting Started General The optional Tasks feature allows you to set up discrete actions and / or a consistent workflow required for the resolution of an issue. Tasks may be added individually or with a Task Group during the submission of an issue or at any time in the i...
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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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When you generate a client secret as a part of an app registration for Microsoft 365, at some point that secret will expire and need to be renewed. We recommend using certificate authentication instead of client secrets when you utilize our i...
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Last Updated: 10/20/2025
in Using Issuetrak General The process of creating and submitting an Issue can vary based on how your Issuetrak site is configured.
To submit a new Issue:
Click the New Issue button at the top of the left-hand menu. The Submit Issue screen will then appear. ...
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This article describes what is needed to get your instance of Issuetrak working with Zapier.
Ensure that you are on the Correct Version of Issuetrak
If your Issuetrak instance is hosted in the cloud by Issuetrak, then you do not need t...
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Last Updated: 12/04/2025
in Using Issuetrak Best Practices 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 ...
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Last Updated: 06/17/2025
in Using Issuetrak Best Practices 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...
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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).