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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: 08/04/2025
in Getting Started Pre-Deployment Introduction
It is necessary to have an understanding of JSON before deploying Issuetrak with the IDU. This article is intended to provide you with the necessary knowledge to read, edit, understand, and fill out a JSON for Issuetrak. This...
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Last Updated: 10/20/2025
in Getting Started General The Issue Forms feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.
There is a generic, system-generated Issuetrak ...
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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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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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A survey, once complete, can be closed to prevent additional surveys from being sent to users and prevent any pending surveys from being added to the results.
Surveys can either be manually closed or will close automatically based on the Survey...
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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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Last Updated: 07/25/2025
in Getting Started Pre-Deployment The Issuetrak Deployment Manager (IDM) is the graphical interface for deploying Issuetrak. The IDM provides a friendly wizard-style front-end, to help walk through the steps needed to deploy a new or change an existing Issuetrak installation.
T...
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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: 09/11/2025
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...