Applications are used to store similar items like support requests, candidates, invoices etc. You can set security rules for each application to define who can add items, view them etc. Applications are then combined into workspaces so members of a particular project or department can see all the information that is important for them in one place.
Dashboards are used for real-time monitoring of what is going on in your department or the whole company and regular reporting. For example with dashboards you can see what team members are overloaded, what project has a lot of unresolved issues, whether your support team is coping with support tickets and whether the new version of your product is stabilized enough to be released this Friday. Dashboards consist of a set of widgets each of which is a separate graph.
Documents app is an application where documents of the same type are created and stored. Documents app belongs to a particular workspace.
Form defines what your task or document will look like. In the form, you customize the layout, and user-interface elements that appear for a particular item. A form is a part of an application.
An item is some element in Comindware Tracker. It may be a task, a workflow task, a document, a list, a dashboard.
Lists are created to help users sort, filter and manage tasks and documents. Some lists are preconfigured ("My Active Tasks", "Completed Delegated Tasks"), some can be configured by administrators, or users can create their own unique lists themselves and even share them with other users. Lists are also used as a data source for building widgets.
My Desktop is an individual and private area for each Comindware user. In My Desktop you access your tasks and documents, organize them into lists, create monitoring dashboards and visualize different types of data and statistics through dashboard widgets. When you log into the system, you will be in your My Desktop area.
Permissions allow users to perform certain actions in specific applications. For example, create new tasks or view tasks. A number of permissions are grouped into permission levels. There are four permission levels in Comindware Tracker: owners, members, viewers, and requestors. The number of permissions in permission levels cannot be changed.
Unlike Permissions, Privileges allow users to perform specific actions across the whole system, not just for particular applications.
Privileges allow users to perform certain actions across the whole product (in contrast to Permissions which are configured per each particular application). Examples of such actions could be: creating new users, creating new user groups, managing licenses, performing backups, connecting to an e-mail server. There are 2 types of privileges in Comindware Tracker: Comindware administrators and Comindware architects. Privileges are granted to users by an administrator by adding them to the Administrators and Architects user groups. Sets of privileges for each of these groups are predefined and cannot be changed.
A recurring a task that is repeated in a defined period of time and needs to be completed multiple times. Recurring tasks allow you to create a task once, and then have it recreated automatically after a designated time period.
Many steps accumulate a status. This is done to ease managers build statistics across different workflows and projects. For example, steps from different workflows "Feature In Development", "Feature Update1 In Development', "Feature Update2 In Development" can be based on one status "In Development". Later, a manager can build a chart showing all features based on the "In Development" status, but taken from different workflows.
A step is a building block of a workflow. A step shows the current position of a workflow task in a workflow. Generally, some work on a workflow task should be done in a step, for example, "Review a document".
There are three different types of steps:
|•||Start — the initial step and starting point of a workflow, where an activity on a workflow task begins. There can be just one step of this type in a workflow.|
|•||Intermediate — the main type of step which is used for all steps between Start and End. The number of Intermediate steps is unlimited.|
|•||End — the end of a workflow. You can add any number of End steps to a workflow.|
A subtask is a task that is part of a parent task. Subtasks are necessary to delegate a part of work on a current task to another person. Each task can have the unlimited number of subtasks. Subtasks can also have subtasks.
A Task is a simple activity that needs to be completed within a defined period of time. Tasks allow users to effectively distribute roles and set responsibilities across employees or departments. In Comindware Tracker, tasks also serve as triggering events to move a workflow task to another step. Thus, a workflow task can be managed by a set of tasks.
Tasks app is a type of Comindware application where tasks are created and stored. Tasks apps are used to separate tasks in different teams or projects. Tasks apps are created inside a workspace; each workspace can contain an unlimited number applications.
Each task has its status that changes during task processing. A newly created task has the Not Started status. By finishing a task, its status switches to Completed. There are six values that a task can acquire: Not Accepted, Not Started, In Progress, Declined, Deferred, and Completed.
A transition is an element of a workflow that connects two steps. A transition provides delegation of work on a workflow task to the next step and, accordingly, to the next person.
A Widget is a chart on the Dashboard that displays different types of statistics and provides numerous reporting capabilities. Users can create their own different types of widgets on the Dashboard, and configure the information they would like to see. Widgets take all necessary information from Lists.
When you need to start a whole workflow process instead of an individual task you create a workflow task. A workflow task can be a support request, help desk ticket, claim, product bug, employee record — essentially anything you want to be moved along and tracked. A workflow task is generally solved by several people in turn until the work is done. A workflow task has a workflow that allows it to move via transitions through a series of steps from the initial to the final step. A workflow task belongs to a particular workflow app.
Workflow app is a type of an application where workflow tasks are created and managed. A workflow app belongs to a workspace.
Workflow is a sequence of steps that should be performed to get your work done. Each workflow step has a task connected to it and assigned to a particular person. Workflows help you automate your processes.
A workspace is a private area shared by a particular team or a user group. Workspace allows its members to collaboratively organize and manage work efforts for a certain activity, or a project. A workspace may refer to a department, project, product, client, service. Each workspace includes its own applications which contain tasks, workflow tasks and docs. Activities include creating and managing tasks and documents, monitoring performance through dashboards.