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Last Updated: 11/24/2025
in Using Issuetrak General Understanding the anatomy of an issue and being knowledgeable about the updates that can be made are essential for effective issue management in Issuetrak. This table combines a description of each type of update along with other practical informati...
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Issue Statuses
There are two Issue Statuses: Open and Closed. Issue Statuses are inherent to the system and do not require any additional steps to be activated. Many features like Automation and Dashboard are issue status dependent....
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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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Last Updated: 06/17/2025
in Getting Started General 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,...
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This article provides access to general documentation for all currently supported versions of Issuetrak.
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Now that the preliminary steps are completed, you can go ahead and begin the actual set up of the Active Directory LDAP connection. This can only be performed by an Issuetrak user with the “Can access and maintain Administration functions” permiss...
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Activating Incoming Email
As a prerequisite, you will need existing mailboxes to configure your IEM. If you have purchased a mailbox through Issuetrak, make sure you have that account information available.
Steps :
Cl...
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Last Updated: 06/17/2025
in Getting Started General The issue submission process in Issuetrak is crucial for collecting, organizing, and presenting information effectively. Proper configuration of this process ensures that your workflows run smoothly and can adapt to the changing needs of your organ...
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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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Incoming email tokens are part of the incoming email (IEM) processor. The processor reads these tokens, allowing you to update certain fields in the issue record. When an email is received, you have the ability to include tokens in the body of an em...