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This section allows you to set system-wide parameters. You can leave these set to the Issuetrak defaults or adjust as needed at any time.
Be advised, this page requires SysAdmin permission to access and maintain, and will be unavailable if...
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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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Last Updated: 06/17/2025
in Integrations and Add-Ons API This article provides information on the Issuetrak RESTful API (also known as API v1), including important points to keep in mind and instructions on where to locate the documentation and installation files.
Introduction
Why might you ...
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The optional Projects feature is a mechanism through which you can group related issues together that share common goals. You can define Project Members who have access to view the project and its progress, as well as a Project Manager who has respo...
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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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Bookmarks are a feature in Issuetrak that allows you to save and revisit almost any page in the product (subject to visibility restrictions and your permissions ) with a single click.
Adding Bookmarks
There are two ways to add t...
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Last Updated: 06/17/2025
in Getting Started ImplementationThis document outlines the essential steps required for a successful go-live of Issuetrak, focusing on thorough testing to guarantee a smooth and seamless rollout.
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The main survey page displays a list of all surveys. All surveys are always in one of three states: Design , Open , or Closed . When a survey is first created, it is in Design mode while the owner creates the survey. Once a survey is ready to l...
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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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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...