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The Dashboard is a user-specified display of At-A-Glance statistics regarding open issues. A user must have Dashboard permissions within their Menu Options / Pages Allowed to view the Dashboard. If Issue Classes are enabled, selecting a Cla...
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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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Last Updated: 06/17/2025
in Getting Started General Priorities are used to indicate the relative importance of an issue. Identifying priorities among issues helps determine where a particular issue figures into the larger issue queue and how soon the issue might be addressed. Auto Assignments, Iss...
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Last Updated: 06/17/2025
in Getting Started General 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, or Office365 mailboxes. If you are also using Issue Notifications or...
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Last Updated: 06/17/2025
in Getting Started General Entities in Issuetrak serve as unique identifiers for users and groups of users, allowing for efficient organization and management. What a user can see and do in Issuetrak are controlled by user permissions and what entities they are associated wit...
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Last Updated: 06/17/2025
in Trust Center General What is the GDPR?
The General Data Protection Regulation (GDPR) is a law that was passed by the European Union to go into effect on May 25, 2018. This law is intended to protect the rights of EU citizens (defined as natural persons ) to contro...
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Last Updated: 06/17/2025
in Integrations and Add-Ons API The Issuetrak API requires specific, custom authorization headers to be added to each HTTP request targeting an API operation endpoint. The following custom authorization headers must be defined.
Issuetrak API Authorization...
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Last Updated: 06/17/2025
in Getting Started General Departments allow you to organize users based on the functional units they serve within your Organization, such as Accounting, Marketing, IT, etc. More importantly, Departments add another layer to your system’s data filtering options and a whole ...
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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 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 ...