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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 ...
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Last Updated: 06/17/2025
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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The purpose of this article is to assist you with getting started using API v2 specifically from the server side of things, which includes deployment, logging, rate limiting, and troubleshooting.
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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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Round Robin is a feature that takes each issue assigned to a group and re-assigns it to one of the group's members. Round Robin is implemented as an attribute that can be turned on for groups.
How does Round Robin work?
Once Round Ro...
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Attachments are files that can be uploaded to various areas in Issuetrak, including issues. This feature allows you to add supporting information to issues and knowledge base articles, as well as other areas of the product. This article mainly conce...
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When we talk about activating Issuetrak, we're talking about validating your license so that you can use your site and the features that you've purchased.
Issuetrak has two methods for activation, which we can summarize below as:
Auto...
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The Issuetrak License Update Utility is exactly what it sounds like: A utility to update your Issuetrak license. Its purpose is to allow for license changes on legacy (Pre-16.0) Issuetrak sites without the need to distribute, enter, or track license...
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User Defined Fields (or UDFs) are custom fields that can be added to Issuetrak by Administrators to allow additional information to be provided in:
Issues
Organization records
User records
Asset Types (if licensed)
Product...
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Last Updated: 06/17/2025
in Getting Started General You can have the system automatically convert emails into new issues through Incoming Email (IEM). You may configure Issuetrak to retrieve messages from Exchange, IMAP, POP3, or Office365 mailboxes. If you are also using Issue Notifications or...