-
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...
-
The Knowledge Base (KB) is an online library for storing and retrieving useful information and reference materials, such as company policies, procedures, and forms; how-to guides; answers to Frequently Asked Questions (FAQs); and known solutions t...
-
Quick Notes (which we'll occasionally shorten to just "Notes" in this article) are pre-fabbed blocks of text that you can define ahead of time, and which you can quickly bring into issues and knowledge base articles. Only agents with " Can create/ma...
-
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 ...
-
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...
-
The Events feature allows permitted users to schedule and post issue-related, informational, and Out of Office events on a shared calendar within your site’s interface.
Issue-related events are displayed on both Events and the associated is...
-
Last Updated: 04/25/2025
in Integrations and Add-Ons API If you're actually interested in learning about Issuetrak's second-generation API v2, then you should read this article instead.
Issuetrak provides the means to deploy the API via either the Issuetrak Deployment Utility (IDU) or the Issue...
-
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 ...
-
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 ...
-
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...