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Once your configuration mapping is complete, you’re ready to import your users into Issuetrak. You can do an initial manual import, and then schedule imports to occur automatically. This task can only be performed by an Issuetrak user with the “Can...
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Last Updated: 06/17/2025
in Integrations and Add-Ons API The Issuetrak API is a RESTful API that uses the HTTP protocol as the primary transport infrastructure both to invoke an API operation and to transmit the response from an API operation back to the API consumer. As such, the API is platform-agnostic...
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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...
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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 Trust Center General In any given application, there are multiple levels, methods, and implementations of security. Issuetrak is no different. From web traffic to connection strings to user credentials, there are different security mechanisms at work in different areas ...
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Last Updated: 06/17/2025
in Getting Started General When discussing “Issue Responsibilities,” your first thought might be the issue’s assignee, or possibly the submitter of the issue. However, there are a number of different roles within Issuetrak that tie into issue resolution and can indicate respo...
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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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Last Updated: 06/17/2025
in Using Issuetrak Best Practices Issues in Issuetrak can be assigned to agents or agent groups using various methods, both manual and automated. Assignments can occur either upon submission or later during the issue's lifecycle. This guide outlines the different assignment meth...
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Solutions are text templates you create for closing issues. They allow you to pre-define appropriate answers, steps, or statements that address common questions, issues, and requests.
While your Agents may still change or add information once...
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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...