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You can create custom links that appear on the left menu. There is no limit to the number of links created, and they may be direct links to any URL you wish.
Adding Custom Links
Steps:
Click the gear icon in the upper righ...
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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: 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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Issue Auditing allows you to capture most changes made to each issue record. Audit records can be searched from either the issue or the Administration menu, reported on using the Report Writer, and archived by date range.
Activating Issue A...
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This article provides steps for migrating a site with AD / LDAP-authenticated users to AD Federation Services. If you don't have AD configured but would like to configure AD FS, please see this article .
At a high level, the following things...
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Admin Auditing gives you the ability to see changes made to critical Administrative settings within Issuetrak. Audit records are kept from the moment Admin Auditing is enabled. The Audit records can be searched and exported as a spreadsheet, and the...
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It is possible to use the Scheduled Reports feature to send a Scheduled Report in CSV format to an email account that is monitored by Microsoft OneDrive. Power BI can then be connected with OneDrive to pull your reports and then process them in any ...
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Scheduled Reports deliver Saved Searches or Report Writer Reports to select users via email in CSV , Excel , or HTML formats. This allows interested parties to receive and review the most current data without requiring them to log into the...
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Introduction
This article is intended to assist the Issuetrak administrator with using the Issuetrak Deployment Manager (IDM) to upgrade an existing installation of Issuetrak. The IDM provides a graphical wizard interface for upgrading ...
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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 ...