All articles - Comindware Tracker

Windows Event Logs
Viewed 711 times since Wed, Dec 5, 2018

Windows Event Log may be required for troubleshooting problems related to the on-premise version of Comindware Tracker . Comindware support representatives may ask you to capture it in addition to some other logs generated by the product itself. Fo...
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Comindware Tracker FAQ
Viewed 428 times since Wed, Dec 5, 2018

This article provides answers to the most frequently asked Comindware Tracker-related questions. This list is not intended to be exhaustive so if you don't find an answer to your question feel free to contact our support team right away.   Con...
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What Is Comindware Tracker
Viewed 378 times since Wed, Dec 5, 2018

Comindware® Tracker® is designed to coordinate your team and projects like customer and IT requests, approvals, issues and incidents, software bugs, new product requirements, hiring and vacations, invoices and POs, regulatory requirements, and the va...
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List of tutorials
Viewed 321 times since Wed, Jul 15, 2020

In order to start working with Comindware Tracker, we provide you with the list of tutorials designed to guide you every step of the way. Account Administration - in this tutorial you'll learn how to navigate through the Administration area, cr...
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Support and Maintenance FAQ
Viewed 289 times since Wed, Dec 5, 2018

This article provides answers to the most frequently asked questions related to Comindware support and services. This list is not intended to be exhaustive so if you do not find an answer to your question feel free to contact our support team right a...
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Step 1: Add Users And User Groups
Viewed 266 times since Wed, Dec 5, 2018

First, you need to add users who will work with Comindware Tracker. You can add users from Active Directory or manually and assign a product license to them. This type of operation is performed by Comindware administrators. If you are a Comindware ar...
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Windows System Information File
Viewed 256 times since Wed, Dec 5, 2018

If you have a problem with a Comindware product installed on your Windows server, Windows System Information file can be useful for troubleshooting the issue. This file contains the following information: Operating system System drivers Running proc...
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About Comindware Tracker for Microsoft Outlook
Viewed 236 times since Wed, Dec 5, 2018

You can manage all your Comindware tasks within Microsoft Outlook. The Comindware Tracker for Outlook synchronizes the tasks you create in Comindware Tracker and the ones you create in Microsoft Outlook. The Comindware tab in Outlook looks similar to...
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Sales FAQ
Viewed 204 times since Wed, Dec 5, 2018

This article provides answers to the most frequently asked sales- and licensing-related questions about Сomindware support and services. This list is not intended to be exhaustive so if you do not find an answer to your question feel free to contact ...
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Connecting To Active Directory
Viewed 204 times since Wed, Dec 5, 2018

You can import user profile information from the Microsoft Active Directory service if your company uses Active Directory in your domain. This saves time in entering user information for every user in your organization. Once integration with Active D...
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Abоut Creating Tasks And Docs From E-mail Messages
Viewed 190 times since Wed, Dec 5, 2018

Your tasks and documents can be automatically created directly from e-mail messages sent to a particular e-mail address associated with an application. As soon as you send an e-mail into such group, the e-mail becomes a task or document. The name wil...
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Vаlidation Rules
Viewed 178 times since Thu, Apr 9, 2020

Creation of validation rules is the same as for step fields. See Validation Rules.
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Understanding Comindware Tracker
Viewed 178 times since Wed, Dec 5, 2018

No doubt you’d like to get started right away, assigning tasks and combining tasks into a sequence. Understanding the following concepts will make that process go smoothly.If you find yourself hunting through emails for status updates and consi...
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The My Desktop area
Viewed 171 times since Wed, Dec 5, 2018

My Desktop is your personal area where you work with Comindware Tracker tasks, items, lists and dashboards. Accessing the My Desktop area The My Desktop area is available to any Comindware user regardless of their privileges or permissions after the ...
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Mаndatory Fields
Viewed 170 times since Thu, Apr 9, 2020

Configuration of mandatory fields is the same as for step fields. See Mandatory Fields.
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Third Party Software Used in Comindware Tracker
Viewed 168 times since Wed, Dec 5, 2018

Third Party Software Notices and/or Additional Terms and Conditions  Title of the componentBrief description of the componentLicenseSource code storage address  1  Ext.ux.netbox.InputTextMask extension  Cherry On Ext (Cherry) extends the Ext JS li...
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About a Web Form
Viewed 161 times since Wed, Dec 5, 2018

A web form (or form) is an online document which shows what your task or document will look like. A form contains pre-filled fields along with spaces reserved for entering information. In Comindware Tracker, you can build a web form for your item by ...
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About Comindware Business Applications
Viewed 159 times since Wed, Dec 5, 2018

You can deploy a ready pre-designed business application if it corresponds to your business area. Comindware Tracker provides business applications for: IT Operations Finance and Administration Compliance and Policy Human Resources Marketing Operati...
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Deploying a Business Application
Viewed 158 times since Wed, Dec 5, 2018

To deploy a pre-designed business application: 1. Click the Menu tab. 2. Click Welcome and select One-click Business Application Setup. 3. Select a business application to install it into Comindware Tracker. Deploying a pre-designed business applic...
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How To Create a Team Task
Viewed 158 times since Wed, Dec 5, 2018

Tasks are pieces of work that need to get done. They are parts of a project, or components of a day. They can exist on their own or they can be part of a larger picture with subtasks or workflows. You can assign them to yourself or to members of your...
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About The Dashboard
Viewed 158 times since Wed, Dec 5, 2018

Dashboard is a customizable environment that displays information through a set of widgets. Dashboards are created per workspace or application. A dashboard has the same security permissions as the application it belongs to. A configured dashboard ...
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Parallel tasks in Comindware Tracker
Viewed 158 times since Wed, Dec 5, 2018

Comindware Tracker can be configured to create multiple tasks for each item step. Note that there is still one primary task linked directly to the corresponding item. Other tasks created in parallel will be subtasks to this primary task and will not...
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About Lists
Viewed 157 times since Wed, Dec 5, 2018

Lists are created to help users sort, filter and manage tasks and documents. Some lists, included in the product are preconfigured — some can be configured by administrators; — finally users can create their own unique lists themselves an...
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Setting Up E-mail Notifications
Viewed 157 times since Wed, Dec 5, 2018

An application owner can create an e-mail notification scheme to notify Comindware users and user groups when a task or a document which belongs to this application changes or an event occurs. To set up e-mail notifications for an application: 1. Cli...
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Comindware Support Overview
Viewed 157 times since Wed, Dec 5, 2018

​When signing up for any Comindware product subscription (either cloud or on-premise) you automatically get access to our advanced support & maintenance package that include 8x5 (Monday through Friday, 10 am-6 pm EST) access to our support profes...
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Working On a Workflow Task
Viewed 156 times since Wed, Dec 5, 2018

As soon as a workflow task is assigned to you, you should perform your part of work on it. While working, you might need to update it, for example, add a comment, or attach a file. When you have finished working with a workflow task, click the Next S...
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About Workflow Tasks
Viewed 156 times since Wed, Dec 5, 2018

A workflow task is something that requires the work of several people. Examples of workflow tasks include bugs, enhancements, vacancies, requirements. With workflow tasks you can control processes within your company or department, for example, in So...
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How to Contact Support
Viewed 156 times since Wed, Dec 5, 2018

Comindware offers 4 support channels for Customers: Knowledgebase E-mail Web-chat Phone To reach support go to http://www.comindware.com/support/request/. Select issue type you are experiencing and the product you are using (if you want to contact ...
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What is Comindware Expression Language
Viewed 155 times since Wed, Dec 5, 2018

Comindware Expression Language allows you to flexibly configure workflow parameters. For example, using Comindware Expression Language you can specify task due date basing on its priority, distribute tasks between employees depending on the subject o...
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About Applications
Viewed 150 times since Wed, Dec 5, 2018

An application is a group of tasks or documents of the same type. There are three types of applications in Comindware Tracker: applications for workflow tasks, or Workflow Apps. A workflow task is something that requires attention of several people ...
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Assigning Licenses to Users
Viewed 150 times since Wed, Dec 5, 2018

There are two ways to assign licenses to users: In License Manager, by assigning a Comindware Tracker product key. Each key should be assigned at least to one user. On the users management page. To assign licenses in License Manager: 1. Open Admini...
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How To Accept a Task
Viewed 149 times since Wed, Dec 5, 2018

Each newly assigned task must be accepted or declined by its assignee. If a task assignee declines a task, the task is returned to its creator. Click Accept or Decline button in the ribbon.
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Step 7: Configure Application: Create a Workflow
Viewed 149 times since Wed, Dec 5, 2018

After the fields and a web form are created, you should configure how your workflow tasks will be processed, i.e. configure a workflow. A workflow is a sequence of steps that should be performed to get your work done. In a workflow app, click Workflo...
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Creating a Local User
Viewed 148 times since Wed, Dec 5, 2018

Use local authentication if your company does not use Microsoft Active Directory server, or if you want to give access to an external user who does not belong to your corporate domain. To create a local user: 1. Go to Administration > Users. 2. Cl...
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Validation Rules
Viewed 147 times since Wed, Dec 5, 2018

Validation rules verify that the data a user enters in a workflow task meets the criteria you specify. A validation rule can be applied to one or more task fields in a particular step or transition. Validation rules are created using the Comindware E...
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How To Create a Workflow: Quick Start
Viewed 147 times since Wed, Dec 5, 2018

By default there are only Start and End steps in your workflow. You will need to customize a default scheme, i.e. create steps and transitions, set a default assignee for tasks created in each step, and set transition rules. How to create a workflow:...
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Registering an Account at Comindware Web Site
Viewed 147 times since Wed, Dec 5, 2018

In order to manually register and activate your on premise Comindware product keys, access your license details, run cloud instance backups or adjust your Comindware subscription(s) settings, you need to have an account registered at the Comindware w...
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About a Workflow
Viewed 146 times since Wed, Dec 5, 2018

A 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. Steps are interconnected with transitions. Workflows help you automate your processes...
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About the Users Database
Viewed 146 times since Wed, Dec 5, 2018

Comindware Tracker keeps users and user group information on its own account information database. You can manage users and user groups directly in Comindware Tracker or update with user accounts and groups of an LDAP-based directory server in a doma...
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Reassigning licenses between users
Viewed 144 times since Wed, Dec 5, 2018

Every company has situations when some employees are leaving the company or changing their positions and have to do another work. If it happens in your team, you may need to reassign their licenses to other users hired as a replacement. There is noth...
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Managing Workspace Users And Security Settings
Viewed 143 times since Wed, Dec 5, 2018

You can add workspace participants either by adding individual users or by adding groups of users. When you add workspace participants, you also assign a different set of permissions to them. To manage workspace participants: 1. Select a workspace in...
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Opening Comindware Tracker On a Desktop PC or Laptop
Viewed 141 times since Wed, Dec 5, 2018

Comindware Tracker resides on a web server hosted in your corporate network or on the Internet. You can connect to Comindware Tracker from any computer in the network using your web browser. Minimum screen resolution should be 1024 X 768 pixels. To o...
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How To Create a Subtask
Viewed 141 times since Wed, Dec 5, 2018

Subtasks let you split up a big task into a number of smaller tasks which can be assigned and followed separately. Usually it gives a better picture of the progress on the task, and allows each person involved in resolving the task to better understa...
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My Active Tasks by Status
Viewed 141 times since Wed, Dec 5, 2018

Each Comindware user has a default dashboard called 'My Dashboard', which is pre-populated with the 'My Active Tasks by Status' widget. This widget shows which of your tasks are not closed. These are grouped by task status in the ...
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About Custom Logo
Viewed 141 times since Wed, Dec 5, 2018

You can customize Comindware Tracker with your company's logo and favicon. Users will see your company logo and favicon every time they use Comindware Tracker. You can upload two different size pictures as a custom logo. Wide Logo The wide logo ...
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Specifying Common Properties
Viewed 140 times since Wed, Dec 5, 2018

Double click the step to specify its settings: step name, step type (Start, Intermediate, or End). You may want to change a step status — select a status from the list of existing statuses.
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Bar Chart
Viewed 140 times since Wed, Dec 5, 2018

A bar chart allows you to show tasks sorted by status, for example, the number of tasks and their statuses per each release. Bar chart To create a Bar chart: 1. Select a dashboard in the Navigation pane. 2. Click the Add Widget button in the Rib...
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How To Create a Field
Viewed 140 times since Wed, Dec 5, 2018

To create a new field: 1. Select the application and click Fields. 2. In the Ribbon, click New Field. 3. In the Name field, specify a name that will be displayed to users. Editing a field 4. In the ID field, a unique ID is required for internal i...
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Mandatory Fields
Viewed 138 times since Wed, Dec 5, 2018

You can make certain fields mandatory in a workflow task. These fields will be filled in by the task owner before they press the Next step button or save the item. Mandatory fields can be assigned to both steps and transitions. How it works Comindwar...
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About Backing up the Database
Viewed 138 times since Wed, Dec 5, 2018

For your data safety, there is a point in regularly backing up your database. Choose a way depending on your license type: Cloud: In your account on http://www.comindware.com. On-premise: On the server with Comindware Tracker installed (start with S...
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Comindware Tracker Server Log
Viewed 138 times since Wed, Dec 5, 2018

Comindware Tracker logs most of the events that occur during its operation in a special log which is therefore very useful for tracking and investigating unexpected product behavior, errors and other events. Comindware support team may ask you to sen...
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About Licensing
Viewed 136 times since Wed, Dec 5, 2018

Comindware Tracker can be purchased as an on-premise software or as a cloud subscription based service. To obtain any type of on-premise license or cloud subscription, you need to register an account on the Comindware web site at http://www.comindwar...
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Adding And Configuring Widgets
Viewed 136 times since Wed, Dec 5, 2018

Information about your tasks and documents is displayed on the dashboard through the use of widgets. You can add a widget to the dashboard and configure it to display the details you need. A widget can be added to the dashboard as many times as you n...
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History Events Chart
Viewed 136 times since Wed, Dec 5, 2018

The History Events chart shows the work progress on tasks by a particular event, for example step changed, or item opened or closed. History Events widget To create the History Events chart: 1. Select a dashboard in the Navigation pane. 2. Click...
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Field Read/Write Permissions
Viewed 135 times since Wed, Dec 5, 2018

By default, you cannot modify auto-filled system fields on a step, while all custom fields created and such system fields as Title, Description and Due Date stay editable. If necessary, you can protect the editable fields from being modified by chang...
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Comindware Tracker in Cloud database size calculation
Viewed 135 times since Wed, Dec 5, 2018

When creating a new Customer instance or altering the number of users on an existing instance in the cloud environment, Comindware Tracker puts a limit on the database size based on the number of users licensed for this instance. To calculate this ...
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System requirements for Comindware Tracker
Viewed 135 times since Wed, Dec 5, 2018

If you want to use Comindware Tracker in the cloud, all you need is just the latest released version of one of the supported browsers listed below. Your web browser also must support JavaScript and cookies. The minimum resolution of your screen shoul...
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About Outgoing E-mails
Viewed 134 times since Wed, Dec 5, 2018

Connecting Comindware Tracker to a corporate e-mail server will allow sending e-mail notifications to Comindware users when particular events occur with tasks or documents, and sending scheduled e-mail reports to report recipients. Who can configure ...
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Managing Permissions To Perform a Transition
Viewed 134 times since Wed, Dec 5, 2018

A Comindware administrator or architect can grant permissions to particular users and user groups to perform particular transitions. By default, everyone can perform a transition. To manage permissions: 1. Open a workflow application, click Workflow ...
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About Single Sign-On
Viewed 134 times since Wed, Dec 5, 2018

The single sign-on feature allows a user to log in once in Comindware Tracker without being prompted to log in again next time when a user wants to access Comindware Tracker. Single sign-on benefits: Reducing password fatigue from different user nam...
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Creating "Reference" type fields with multiple values
Viewed 133 times since Wed, Dec 5, 2018

This article describes how to properly cross-link items from different item groups using ""reference"" fields with multiple values. You may run into a situation in which you need to set up a two-way linking between items in two different item groups....
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Column Chart
Viewed 133 times since Wed, Dec 5, 2018

A column chart displays data as a set of vertical bars grouped by category. It is useful for illustrating comparisons among items. Column chart To create a Column chart: 1. Select a dashboard in the Navigation pane. 2. Click the Add Widget butto...
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Retrieving a Lost Password at Comindware Website
Viewed 133 times since Wed, Dec 5, 2018

If you do not remember your password for your user account at Comindware website, you can reset it at any time. First of all, click on the “Forgot your password?"" link below the “Log in” button.  Forgot password? After that you’ll be redire...
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What Is Comindware Workflow for SharePoint
Viewed 132 times since Wed, Dec 5, 2018

Your company may already use Microsoft SharePoint for document exchange and collaboration. However, Workflow management functionality in SharePoint is rather complex and requires programming. Comindware Tracker includes Comindware Workflow for ShareP...
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Conditional Transitions
Viewed 131 times since Wed, Dec 5, 2018

In Comindware Tracker, you can configure transitions that are performed automatically by condition. Creating conditional transitions makes for more advanced automation of your workflow and is performed using the Comindware Expression language. You ca...
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About CSV Import
Viewed 131 times since Wed, Dec 5, 2018

You can migrate existing data from other issue trackers or databases to Comindware Tracker. Data migration is accomplished through a CSV (comma-separated value) type file. Any Excel file can be stored as a CSV file. You can also update existing tasks...
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Pie Chart
Viewed 130 times since Wed, Dec 5, 2018

A pie chart illustrates how different parts of work contribute to the overall result. For example, the number of critical bugs and normal bugs for a release. Pie chart To create a Pie chart: 1. Select a dashboard in the Navigation pane. 2. Click...
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Entering Product Keys And Activating The Product
Viewed 130 times since Wed, Dec 5, 2018

After installation of Comindware Tracker, you need to enter a product key. As soon as you enter your product key, Comindware Tracker will automatically be activated on the Comindware web site. Before activation, make sure an Internet connection is es...
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Setting a Backup Location
Viewed 129 times since Wed, Dec 5, 2018

Backups are stored in a backup location. The default path is C:\ProgramData\Comindware\Database\Backup\. You can change the backup location to another local or network folder by clicking the Set Location button and specifying a ne...
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Assigning Responsible Persons
Viewed 129 times since Wed, Dec 5, 2018

You can make employees responsible for this step by creating a task or several subtasks. You can also pre-populate all task fields with values or set field population rules. To assign a responsible person and pre-populate task fields: 1. Double click...
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Custom E-mail Settings
Viewed 129 times since Wed, Dec 5, 2018

You can set up custom e-mail notifications that the system will generate and send automatically when the workflow moves to a certain step. You can set up e-mail notifications for any Intermediate or End step, but not for Start steps. You can add mult...
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How To Create a Recurring Task Or Workflow
Viewed 129 times since Wed, Dec 5, 2018

A recurring a task is a task which repeats in a defined period of time and needs to be completed multiple times. Recurring tasks help you handle a lot of repeated stuff you do not want to forget about: write a weekly report (every 7 days on Friday) ...
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Pre-Populating Item Fields
Viewed 127 times since Wed, Dec 5, 2018

Item fields can be automatically filled in when an item moves to a particular step. You can set an exact value for the field, calculate a field value using the Comindware Expression language, or clear the field value as soon as the item moves to the ...
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Created vs. Closed Chart
Viewed 127 times since Wed, Dec 5, 2018

The Created vs Closed chart shows the dynamics of daily opened and closed items. For example, in a Customer Support department you can configure the widget to see how many claims you receive every day, and how effectively your team resolves them. T...
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Automatic Time-Based Transitions
Viewed 125 times since Wed, Dec 5, 2018

You can configure your workflow tasks to be automatically moved to the next workflow step. This may be useful in the following situations: if a document needs to be to be commented on by workflow participants. If there are no comments in the specifi...
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Registering Products at Comindware Website
Viewed 125 times since Wed, Dec 5, 2018

If you’ve just got new keys for your on-premise product instance, make sure you register them at the Comindware website before you put them into your product. This simple operation will tie your keys to your user account in our system and let y...
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Configuring Integration Settings in Microsoft SharePoint
Viewed 124 times since Wed, Dec 5, 2018

After you have configured the Comindware Tracker part, you should configure the Microsoft SharePoint part. You must have the SharePoint site collection administrator permissions. To enable integration in Microsoft SharePoint: 1. Open SharePoint admin...
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Configuring subtasks initiated by a workflow
Viewed 124 times since Wed, Dec 5, 2018

When configuring a workflow for an item in Comindware Tracker, you can set it up to create subtasks for users at every step in the workflow as described here. You can configure those automatically created tasks to be assigned to certain people either...
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Setting Up Personal Notifications
Viewed 123 times since Wed, Dec 5, 2018

You can turn personal e-mail notifications on/off, provided that the Comindware administrator has configured the outgoing e-mail server settings. You can enable/disable auto following as well. These settings can be changed from your profile. To open ...
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Getting your team to start using Comindware Tracker
Viewed 122 times since Wed, Dec 5, 2018

Embracing change is often difficult, especially if we talk about changing other people's habits and environments. Getting your team to start using a centralized task management environment or changing the platform you use for that purpose may tu...
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Comindware Maintenance Mode
Viewed 122 times since Wed, Dec 5, 2018

The cloud edition of Comindware products is hosted in a cloud environment and while that makes hardware maintenance a non-issue, the software infrastructure needs to be periodically updated to roll up the latest updates. Operating system updates and ...
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Step 3: Create a Workspace
Viewed 121 times since Wed, Dec 5, 2018

First, you need to create a workspace. A workspace provides a group of people (department, project, remote office, or simply several people) with a set of applications to manage tasks, docs, and workflows. Click Create Workspace in the left part of t...
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Sаving Or Printing The Workflow Scheme
Viewed 121 times since Wed, Dec 5, 2018

Saving or printing a workflow scheme may be helpful if you want to explain your workflow process to your team or show your processes to a solution provider. To save or print the workflow scheme: 1. Select a workflow task and click the Workflow Viewer...
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Creating Parallel Tasks In a Workflow
Viewed 120 times since Wed, Dec 5, 2018

Parallel tasks are useful for splitting large or complex work in a workflow step into several tasks. Parallel tasks allow task assignees to complete tasks in any order without depending on one person creating a task before the second. Your workflow s...
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Configuring Integration Settings in Comindware Tracker
Viewed 118 times since Wed, Dec 5, 2018

First, configure integration settings in Comindware Tracker. To create a new integration with the Microsoft SharePoint Server in Comindware Tracker: 1. Log in to Comindware Tracker using Comindware administrator credentials, and go to Administration ...
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Configuring an Export Template
Viewed 110 times since Wed, Dec 5, 2018

You can export your items to Microsoft Word or Excel: Supported file formats are .docx and .xlsx (MS Word/Excel 2007, 2010, 2013). By default, Comindware Tracker exports items to MS Word .docx files, using default Word export templates according to ...
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Creating a Backup
Viewed 103 times since Wed, Dec 5, 2018

A backup is a copy of your Comindware database folder. The database folder includes your database files and attachments from tasks and items. Creating backups is necessary to prevent data loss in case of hardware crash or error, or to migrate databas...
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Workflow Elements
Viewed 102 times since Wed, Dec 5, 2018

A workflow consists of steps and transitions. A step represents a workflow's current status for a workflow task. A workflow task can exist in one step only at any point in time. Each workflow step corresponds to a linked status. Each status can ...
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About Tasks
Viewed 99 times since Wed, Dec 5, 2018

Tasks are pieces of work that need to get done. They are parts of a project, or components of a day. They can exist on their own or they can be part of a larger picture with subtasks or workflows. You can assign them to yourself or to members of your...
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Who is a Report Owner
Viewed 99 times since Wed, Dec 5, 2018

A report owner is a Comindware Tracker user on behalf of which the report was created. Information included in the report depends on a permission level assigned to the report owner. If the report owner has Owners or Members permissions, the report wi...
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Built-in editor
Viewed 98 times since Wed, Dec 5, 2018

Comindware Tracker provides the easy-to-use built-in editor for users. The built-in editor automatically suggests the list of possible functions and field identifiers while a user is typing. The editor also supports syntax highlighting and provides c...
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Comindware Tracker Audit Log
Viewed 98 times since Wed, Dec 5, 2018

As a Comindware Tracker administrator, you can always obtain a detailed log of significant user management and system activity events that happen in the system. Imagine a situation when one of your users loses access to one of crucial applications wi...
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Tasks And Documents
Viewed 95 times since Wed, Dec 5, 2018

Tasks Tasks are pieces of work that need to get done. They are parts of a project, or components of a day. They can exist on their own or they can be part of a larger picture with subtasks or workflows. You can assign them to yourself or to members o...
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Calculating custom text field values based on values in other fields
Viewed 95 times since Wed, Dec 5, 2018

In certain cases you may need to automatically compose text field value using text you already have in other fields.  For example, you may need to auto-generate a workflow task title to contain case id, employee name, date of the request and some cus...
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Exporting to Microsoft Word
Viewed 94 times since Wed, Dec 5, 2018

You can export any Comindware task or document to a Microsoft Word file. This feature may be useful if you need to: print an invoice or an order to a customer; create release notes for a new software release in a docx document, create a project chan...
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About Workspaces
Viewed 94 times since Wed, Dec 5, 2018

A workspace is an area for a team, project or department to manage different activities in this team or project. For example, in a software development company you may have a Support Workspace for the Support team, a QA Workspace for the QA team, a P...
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Using custom email notifications
Viewed 94 times since Wed, Dec 5, 2018

Often, at certain stages of your work processes, you may need to send emails to your employees, managers or even external users with some actual information on the workflow tasks they are participating in. For example, you may want to instruct your e...
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Where can I get the latest Comindware Tracker build?
Viewed 93 times since Wed, Dec 5, 2018

If you have the on-premise version of Comindware Tracker, you may need to download the latest product build, for example to update the software on your server. If you use Comindware Tracker in the cloud, all updates are installed for you automaticall...
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Getting More Information
Viewed 92 times since Wed, Dec 5, 2018

Displaying the help Most dialogs have a Help button that displays relevant information. Press the Help button to display the help file. Please note that pressing the F1 button will launch your browser's help file. Printing help from the Web Brow...
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Comindware Tracker installation: IIS or Windows Service
Viewed 92 times since Wed, Dec 5, 2018

When installing Comindware Tracker to your server, you can choose to run it as a Windows service, or as an IIS web-site. Comindware Tracker Installer Windows service installation: use this option if you don’t have IIS installed on your PC. Y...
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Step 4: Create an Application
Viewed 91 times since Wed, Dec 5, 2018

Applications create, keep, and organize tasks or docs of the same type. There are three types of applications in Comindware Tracker: applications to create and store workflow tasks, or Workflow Apps. A workflow task is something which requires atten...
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Before you start
Viewed 89 times since Wed, Dec 5, 2018

A worfkow applicaton with a configured workflow is required to check how the expressions work. You can create your custom workflow application and configure a workflow. You can also use any workflow application from our pre-designed solutions.
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Creating an Automated Scheduled Report
Viewed 89 times since Wed, Dec 5, 2018

To create a scheduled report: 1. Select a list in the Navigation pane. The list will be opened in the list pane. 2. Click the List tab, click the Schedule Report Delivery button. 3. Specify how often to send the report (Daily, Weekly, Monthly, Yearly...
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The Administration area
Viewed 87 times since Wed, Dec 5, 2018

Comindware Tracker configuration is performed from the Administration area. Accessing the Administration area The Administration area can only be accessed by users who have previously been granted Comindware administrator or Comindware architect priv...
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About the Audit Log
Viewed 87 times since Wed, Dec 5, 2018

The Audit Log is a record of all main events that happen in your Comindware Tracker environment, such as adding or deleting a new user, group, or workspace, etc. The log is saved in the CSV format. During a backup/restore operation, the log is backed...
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Working with Comindware Tracker for Outlook
Viewed 87 times since Wed, Dec 5, 2018

The Comindware tab in Outlook looks similar to the My Desktop page in Comindware Tracker and has most of the same functionality. You can create standalone tasks, workflow tasks, and documents in exactly the same way as in Comindware Tracker. For more...
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Attaching a File
Viewed 87 times since Wed, Dec 5, 2018

You can attach any type of file to a task or document. Comindware Tracker keeps track of previous versions of the attachment if you need to update the attachment. Attachments are shared across all tasks and subtasks within a parent workflow task. To ...
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Adding a Local User Into a User Group
Viewed 87 times since Wed, Dec 5, 2018

When a user is created, they can be added into one or more user groups. Membership in a user group does not affect user roles and the set of permissions, unless the user is included into Comindware administrators and Comindware architects groups. Add...
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About identifiers
Viewed 87 times since Wed, Dec 5, 2018

An Identifier (ID for short) is a unique name required for identification of the Comindware Tracker objects and object properties. In Comindware Expression Language, identifiers allow an administrator or an architect to refer to objects and object pr...
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Creating a Microsoft Installer (MSI) Log of Comindware Products
Viewed 87 times since Wed, Dec 5, 2018

If you are experiencing a problem with installing Comindware software (installation halts/rolls back/errors out etc.), its root cause can be found by analyzing the Microsoft Installer Log. You can get this log by running the installation file with sp...
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Configuring Application Security Settings
Viewed 86 times since Wed, Dec 5, 2018

After the application is created, you need to add users who will work with it. Within the application, a user must be added to one of the default or custom roles, each of which implies a particular set of permissions. Users can be added individually ...
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Configuring Single Sign-On Under IIS
Viewed 86 times since Wed, Dec 5, 2018

If your Comindware Tracker is installed as an IIS server, you will need to configure Windows Authentication in IIS. The default authentication configuration for IIS 7 enables Anonymous authentication only. Before configuring, make sure you have modif...
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How To Change Task Status
Viewed 86 times since Wed, Dec 5, 2018

A task can have one of the following task statuses: Name Description Not Accepted A task in any status which has been assigned to its perspective assignee, but not yet accepted or rejected by them. Not Started The default status for a...
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Adding a Comment
Viewed 85 times since Wed, Dec 5, 2018

Comments allow you to record additional details about a task, thus facilitating collaboration with team members. Comments are shown in the Discussion tab when you select a task. Parent workflow tasks and their subtasks share any comments. Therefore, ...
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Header
Viewed 85 times since Wed, Dec 5, 2018

The program header is the area at the top of the program window. The program header includes the Command Bar, Search box, and Custom Logo (if enabled). Program header Command Bar The Command bar appears at the top right of the program window, and ...
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About Scheduled Reports
Viewed 85 times since Wed, Dec 5, 2018

Automated reporting allows any interested people (e.g. team manager or customers) see the exact status of your tasks and items at any point of time. In Comindware Tracker automated reporting means that you schedule list creation and delivery to parti...
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Set the task priority based on the parent workflow task/doc priority
Viewed 85 times since Wed, Dec 5, 2018

You might need to set the task priority based on the parent item priority. Use the following identifiers in your expressions as task priorities: Value ID Low priority cmw.taskPriority.low Medium priority cmw.taskPriority.medium Hi...
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About Creating Tasks And Docs From E-mail Messages
Viewed 84 times since Thu, Apr 9, 2020

Your tasks can be automatically created directly from e-mail messages sent to a particular e-mail address associated with a particular application. This feature may be useful in a number of ways, for example: your staff can e-mail hardware or softwa...
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Enabling Single Sign-On In Comindware Tracker Installed As a Service
Viewed 84 times since Wed, Dec 5, 2018

To configure the single sign-on feature, you will need to change the settings in the web.config file located in the product installation folder. Please note that after each update of Comindware Tracker the web.config file will be overwritten with the...
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List pane
Viewed 83 times since Wed, Dec 5, 2018

The List pane is the area in the middle of the Comindware program window. The List pane displays different list views and action pages according to the list you select in the Navigation pane. You can change the way in which your tasks and items are s...
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Deleting a User
Viewed 83 times since Wed, Dec 5, 2018

Deleting a local user will delete the user account information. User information in tasks and items related to the deleted user will be shown as Name.Surname (Deleted). However, the administrator will be able to create a new user with such a login na...
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Displaying The Dashboard In The Full Screen Mode
Viewed 83 times since Wed, Dec 5, 2018

Full screen dashboards help you visualize what’s going on in the business. For example, a full screen dashboard can be displayed on a large LCD panel in your meeting room to show interactive project statistics to all team members. To open a das...
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Navigation pane
Viewed 82 times since Wed, Dec 5, 2018

The Navigation pane appears on the left side of the screen. The Navigation pane provides quick access to your default lists and dashboards, including lists and dashboards that you have previously created, granted access to, or added to Favorites. All...
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Summary
Viewed 82 times since Wed, Dec 5, 2018

We’ve defined each term so that you’ll achieve success sooner with Comindware Tracker. To put it all together: 1. Create a Workspace and a workflow app in the workspace. 2. Define a Workflow and specify who gets a Task at each stage. 3. T...
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Software Service Agreement
Viewed 82 times since Wed, Dec 5, 2018

IMPORTANT: PLEASE READ THIS SOFTWARE SERVICE AGREEMENT (“AGREEMENT”) CAREFULLY BEFORE USING THE COMINDWARE ON-LINE SERVICE (HEREINAFTER REFERRED TO AS THE    “SERVICE”). COMINDWARE LTD. (HEREINAFTER REFERRED TO AS “COMINDWARE”) IS WILLING TO PROVIDE ...
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Saving or Printing The Workflow Scheme
Viewed 82 times since Thu, Apr 9, 2020

You can save any Comindware Tracker workflow scheme as an image in the *.png format or print it. This may be useful if you want to explain your workflow process to your team, or show your processes to a solution provider. To save or print the workflo...
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How to Read the Log
Viewed 82 times since Wed, Dec 5, 2018

To view the Audit Log, go to the Administration page and click the Get Audit Log icon in the Ribbon. Below is a list of all logged events: Users: User created User edited (changes in the following fields are logged: Login name, Full name, E-mail, P...
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Literals
Viewed 82 times since Wed, Dec 5, 2018

DATE () Description Declares a date in ISO format. Date and time values are organized from the most to the least significant: year, month (or week), day, hour, minute, second, and fraction of second. Format Date: YYYY-MM-DD or YYYYMMDD ...
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Details pane
Viewed 81 times since Wed, Dec 5, 2018

The Details pane is an area where you can preview a task, or item information. The Details pane appears to the right of the List pane. The Details pane, located to the left of the List pane
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How to Create a Document
Viewed 81 times since Wed, Dec 5, 2018

How to create a document: 1. Go to My Desktop, and click New in the Ribbon. Selecting an item type 2. Select the type of a document you want to create. 3. Fill in all the required fields and click Save.
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Default Lists
Viewed 81 times since Wed, Dec 5, 2018

Comindware Tracker provides default lists to better organize your tasks and documents. Name Description Personal Tasks Displays all your personal tasks. My Team Active Tasks Displays active tasks assigned to your team members. My ...
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Navigation
Viewed 81 times since Wed, May 20, 2020

You are in Comindware Tracker. Here you will find product articles to help you become familiar with the product, learn the basics, configure and operate on it. All articles are divided into categories: User Guide - a complete product guide from a us...
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Creating a User Group
Viewed 81 times since Wed, Dec 5, 2018

Users can be organized into user groups. Besides users, you can add groups into groups. When a group is added into another one, it inherits privileges of its parent group. You can only limit subgroup privileges, but you cannot assign extra privileges...
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Default User Groups
Viewed 81 times since Wed, Dec 5, 2018

Users can be organized into user groups. Organizing users into user groups facilitates the management of multiple users. User groups allow you to assign equal privileges to a group of users. Each user can belong to several user groups. Besides users,...
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Deleting a Backup
Viewed 81 times since Wed, Dec 5, 2018

You may delete unnecessary backups if you no longer need them. To delete a backup: 1. Go to Administration > Backup Management. 2. Select the backup from the list. 3. Click the Delete button in the Ribbon. Alternatively, you can delete a backup ma...
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Data types
Viewed 81 times since Wed, Dec 5, 2018

The following table shows the Comindware Tracker data types. Data type Description Object Use the Object data type to declare an object, for example, a task, an item, an application or an account. Number The Number data type represent...
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Using gmail as an outgoing server for Email Notifications in Comindware Tracker
Viewed 81 times since Wed, Dec 5, 2018

The following settings should be used if you need to use Gmail as an outgoing server for email notifications: Configure SMTP Note that you should specify an existing Gmail account that will be used as a sender for all the notifications. If Gmail d...
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Supported Web Browsers
Viewed 80 times since Wed, Dec 5, 2018

Comindware Tracker is a web-based solution, so users interact with it using web browsers. Web browsers Internet Explorer 8.0, 9.0, 10.0 Mozilla Firefox Latest stable version supported Tested with 3.6, 9.0.1 Google Chrome Latest s...
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How To Delete a Task
Viewed 80 times since Wed, Dec 5, 2018

You might need to delete a task created by mistake, or a duplicated task. If a task has subtasks, they will be removed as well. A deleted task cannot be restored. To delete a task, select the task you want to delete and click the Delete button in the...
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General rules
Viewed 80 times since Wed, Dec 5, 2018

The following is the list of general rules to use identifiers in Comindware Expression Language. Field identifiers must be used in expressions, but not field names. Identifiers are case sensitive. If an identifier contains spaces, use the following ...
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Configuring Automatic Replies
Viewed 80 times since Wed, Dec 5, 2018

Comindware Tracker can send automatic replies upon each received e-mail message. Automatic replies inform a requestor whether a task has been created or not. Prior to activating automatic replies, you should configure global outgoing e-mail settings ...
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Restoring Data From a Backup
Viewed 80 times since Wed, Dec 5, 2018

Restoring Comindware backups is performed from the Comindware.DbRestore.exe command-line utility located in the Comindware installation folder. The default path to the utility is C:/Program Files (x86)/Comindware/Products/Site/bin/. To restore a Comi...
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Assign a value to a field of workflow task
Viewed 80 times since Wed, Dec 5, 2018

Let’s consider the example in which a value is assigned to a field of a workflow task depending on a value of another field of the same workflow task. For example, you might need to show the remaining time until the deadline, when your workflow...
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Data retention policy for Comindware Tracker
Viewed 80 times since Wed, Dec 5, 2018

All Comindware products are licensed on a subscription basis and therefore you may run into a situation in which your subscription expires before you have a chance to extend it (e.g. when your trial expires before you switch to the paid subscription ...
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How to set up Document Review process in Comindware Tracker
Viewed 80 times since Wed, Dec 5, 2018

Sooner or later you will face a situation when certain documents need to be reviewed by several people to ensure their accuracy and compliance with your business and legal requirements. This task can be troublesome and hard to control if you only hav...
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Optional Step 1: Add Company Logo
Viewed 79 times since Wed, Dec 5, 2018

You can customize Comindware Tracker with your company and favicon in the address bar of a web browser. Click Custom Logo, select the Enable check box, upload pictures of 150x35 pixels and 24x24 pixels in size and a favicon.ico file. This type of ope...
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Ribbon
Viewed 79 times since Wed, Dec 5, 2018

Program functions are accessed primarily through the Ribbon Toolbar (or Ribbon for short). It is divided into tabs that group functions according to tasks. The program ribbon Hiding the Ribbon The Ribbon can quickly be hidden to give you more room...
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About Template Fields
Viewed 79 times since Wed, Dec 5, 2018

Fields retain all the information you want to be present in your task or document. You can use default fields in your form and create your own fields. Each new field is automatically added to a global category of fields and can be used in other appli...
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Workflow forking
Viewed 79 times since Wed, Dec 5, 2018

It's often necessary to start several independent tasks simultaneously in the framework of a workflow. For example, when preparing a tradeshow, you may have to launch at once such processes as the booth design, collaterals printing, presentation...
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Uploading a Template File Into Comindware Tracker
Viewed 79 times since Wed, Dec 5, 2018

After you have your export template configured, upload it into Comindware Tracker. To upload an export template file: 1. In the Application setup, click Export Settings. 2. Click Add template -> Upload a file and choose your Word/Excel template. 3...
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How To Assign a Task
Viewed 79 times since Wed, Dec 5, 2018

Each task must be assigned to someone. The person who receives the task can decline, accept or assign it to someone else. If they decline the task, it is returned to you. If they accept the task, they become the task assignee. If they assign the task...
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Creating a Related Task Or Document
Viewed 79 times since Wed, Dec 5, 2018

While working on a task, you might need to start new activities that are related to your current work, such as: create a new software bug assign an issue create a new customer for a support request create a new supplier for a purchase request add an...
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Adding a Title
Viewed 79 times since Wed, Dec 5, 2018

The title of the page is displayed in the titlebar of the browser. To add a page title: 1. Go to Administration > Custom Logo. 2. Type the text of the page title. 3. Make sure the Enable check box is selected. 4. Click the Save button in the Ribbo...
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How To Migrate Data Using CSV
Viewed 79 times since Wed, Dec 5, 2018

To add data from a CSV file: 1. Log in to Comindware Tracker using Comindware administrator credentials, go to Administration > CSV Import. 2. Add a CSV file to Comindware Tracker: click Add CSV file... select a file and click Open. 3. When the fi...
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Installing Comindware Tracker for Outlook
Viewed 79 times since Wed, Dec 5, 2018

You can download the Comindware Tracker for Outlook installation file directly from Comindware Tracker. Click the Menu tab, and then on the Welcome page, click the Get Comindware Tracker for Outlook link. Obtaining the Comindware Tracker for Outloo...
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Adding Comindware to local Intranet makes it impossible to log in in Internet Explorer 8
Viewed 79 times since Wed, Dec 5, 2018

If you have Comindware Tracker installed to your server and try to access it through Internet Explorer 8, you may get an error saying the browser or its version is not supported. Web browsers Comindware Tracker will run fine in all modern browser...
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Reporting
Viewed 78 times since Wed, Dec 5, 2018

Comindware Tracker has a fully customizable reporting function that lets you sort, filter, change views, add widgets, and essentially go crazy with real-time visibility and insight. And only Comindware lets you run all of your projects and department...
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Optional Step 3: Configure Item Creation From E-mails
Viewed 78 times since Wed, Dec 5, 2018

Your tasks and docs can be automatically created directly from e-mail messages sent to a particular e-mail address associated with a Comindware app. As soon as you send an e-mail to such e-mail address, the e-mail becomes a task or document. This typ...
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Creating a List
Viewed 78 times since Wed, Dec 5, 2018

Lists are created per group by group Owners and group Members. To create a new list: 1. In the My Desktop area select the List tab and click New List. 2. Choose what type of information you want to include in your list, for example, personal tasks, b...
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Deleting The Dashboard
Viewed 78 times since Wed, Dec 5, 2018

You can delete the dashboard and its widgets. Deleting a dashboard does not delete the data it shows. The deleted dashboard cannot be restored. To delete the dashboard: 1. In the Navigation Pane of the My Desktop area, select the dashboard you want t...
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Introduction to User Guide
Viewed 78 times since Wed, May 20, 2020

You are in the User Guide section. Here are articles on the basic functionality of Comindware Tracker. All articles are divided into categories: Help For Comindware Tracker - basic information regarding the product; Basic Concepts - articles on the ...
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Administering Comindware Tracker
Viewed 78 times since Wed, Dec 5, 2018

In this section: Configuring outgoing e-mail settings Learn how to configure SMTP and MS Exchange e-mail server settings. Adding a custom logo Learn how to add your company logo to Comindware Tracker. Configuring Comindware Tra...
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Configuring Internet Explorer
Viewed 78 times since Wed, Dec 5, 2018

Each Comindware user who would like to use single sign-on in Internet Explorer should add the Comindware Tracker web site to the list of the trusted web sites. To enable single sign-on in Internet Explorer: 1. In Microsoft Internet Explorer, go to To...
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Comindware Tracker for Outlook add-in log
Viewed 78 times since Wed, Dec 5, 2018

When troubleshooting a problem related to Comindware Tracker for Outlook, Comindware team may request you to send the log generated by the add-in. This log contains the add-in activity history and may contain essential information on why the problem ...
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Creating and managing a multi-level subtasks hierarchy
Viewed 78 times since Wed, Dec 5, 2018

Each task in Comindware Tracker allows users to create an unlimited number of subtasks that can be assigned to other users. This helps you collaborate with your colleagues more efficiently and have a better picture of tasks dependencies. Comindware T...
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Validate selected users
Viewed 78 times since Wed, Dec 5, 2018

Validation of selected user You can create the rule to check if a valid responsible person is assigned to an item. To add the rule: 1. Open a workspace, open a workflow app inside a workspace and click Fields. 2. Create the Responsible Person field (...
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Invite Others to Try Comindware Tracker
Viewed 77 times since Wed, Dec 5, 2018

If you are using the Comindware Tracker Cloud service, you can invite others to try it. You can do that on the Welcome page. Enter e-mail addresses of the people you want to invite, separated by semicolons, and click Invite. Each of these people will...
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Recently Opened pane
Viewed 77 times since Wed, Dec 5, 2018

The Recently Opened pane appears to the right of the Details pane, and shows links to tasks and items that you've recently opened. Clearing the Recently Opened items history To remove a particular link, move the mouse cursor to the link and clic...
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Adding Existing Applications In a Workspace
Viewed 77 times since Wed, Apr 8, 2020

You can add existing applications from other workspaces into your workspace. The application will be accessed from both workspaces. After you have added an application into a workspace, add users from the new workspace into application security setti...
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Opening Comindware Tracker On a Mobile Device
Viewed 77 times since Wed, Dec 5, 2018

You can use Comindware Tracker on your mobile phone or any other mobile device. You do not need any special software installed except a mobile web browser. Make sure your mobile device is connected to the Internet if your Comindware Tracker installat...
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How to Configure Integration with SharePoint Server
Viewed 77 times since Wed, Dec 5, 2018

Integration of Comindware Tracker and Microsoft SharePoint is configured on both sides: Comindware Tracker and Microsoft SharePoint. First, you configure the integration settings in Comindware Tracker, then configure the site settings and security se...
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Feature comparison of mobile apps and add-ins in Comindware Tracker
Viewed 77 times since Wed, Dec 5, 2018

Even though the server part of Comindware Tracker needs to be installed to a server machine (in case of the cloud version we install it to our servers for you), product users can access it from a wide variety of both stationary and mobile devices. As...
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Managing Followers
Viewed 77 times since Wed, Dec 5, 2018

You can manage a list of followers of a task or document. Once a user has been chosen as a follower or removed from a followers' list, they will receive an e-mail notification. To edit a list of followers of a task or document: 1. Open a task or...
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Comindware Cloud Service Subscriptions
Viewed 77 times since Wed, Dec 5, 2018

Comindware Tracker can be purchased as an on-premise software or as a cloud subscription based service. To obtain any type of on-premise license or cloud subscription, you need to register an account on the Comindware web site at http://www.comindwar...
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On-Premises Licenses
Viewed 77 times since Wed, Dec 5, 2018

To obtain any license, you need to register an account on the Comindware web site at http://www.comindware.com and receive a product key from your account. To use the on-premises version of Comindware Tracker, you will need at least one Comindware Tr...
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Configuring Mozilla Firefox
Viewed 77 times since Wed, Dec 5, 2018

Each Comindware user who would like to use single sign-on should add the Comindware Tracker URL to the list of trusted URIs in the network.automatic-ntlm-auth.trusted-uris parameter in Mozilla Firefox. To enable single sign-on in Mozilla Firefox: 1. ...
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Return the list of the items the current item is referenced by
Viewed 77 times since Wed, Dec 5, 2018

You can see link relationships of an item. For example, if you send a request to purchasing department for stationery, you may want the all related invoices to be shown in the workflow task representing this request. The real difficulty in showing in...
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Managing parallel subtasks and subprocesses in Comindware Tracker
Viewed 77 times since Wed, Dec 5, 2018

When designing a workflow in Comindware Tracker you will notice that you can design workflows of any complexity but there is always just one process step that can be active at a time. In other words, you can create branched processes but users will a...
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Assigning a task to the manager of a user
Viewed 77 times since Wed, Dec 5, 2018

Every user record within Comindware Tracker has the ""manager"" property which defines just that - the manager of the user in question. You can specify the manager manually or have this field synced with the manager property in your Active Directory....
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Step 5: Configure Application: Set Up Fields
Viewed 76 times since Wed, Dec 5, 2018

Fields retain all the information you want to see in your tasks or docs. You can customize Comindware default fields by adding extra or removing unnecessary fields. A field may be visible or invisible in the task or doc or may be used to perform calc...
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Functions
Viewed 76 times since Wed, Dec 5, 2018

This topic describes the syntax and use of each function in the Comindware Expression Language. ADD () Description Adds two values. Strings concatenation is not supported. Function syntax ADD(argument1, argument2) Arguments a...
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About Requestor Workspaces
Viewed 76 times since Wed, Dec 5, 2018

You can create a special workspace for Comindware users who do not have the Comindware Tracker Full license assigned, but who still need to create workflow items. Such users are called Requestors. In the Requestor workspace Requestors can create and ...
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How To Create a Personal Task
Viewed 76 times since Wed, Dec 5, 2018

Personal tasks are accessible only to their creator. A task created by another user cannot be marked as personal. To create a personal task: 1. In the My Desktop area, click New. 2. Select New Task in Personal Tasks. Creating a personal task 3. F...
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About Documents
Viewed 76 times since Wed, Dec 5, 2018

A Comindware document is a piece of information which needs to be stored and categorized. Examples of documents are: wiki pages in a wiki library client records in a client base specifications in a spec library customer accounts in a customer databa...
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Replying To a Comment
Viewed 76 times since Wed, Dec 5, 2018

You can reply to any comment within any task or document you have access to. To reply to a comment: 1. Browse to the comment you wish to reply to. 2. Click the Reply link beside the comment. 3. Type your reply into the comment box. 4. Click the Save ...
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Organizing Lists And Dashboards Into Favorites
Viewed 76 times since Thu, Apr 9, 2020

Any list or dashboard can be marked as Favorite for quick access. Favorites are displayed at the top of the Navigation pane. The list that comes first in Favorites will be opened by default each time you open My Desktop. You can mark a list or dashbo...
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Adding An External User
Viewed 76 times since Wed, Dec 5, 2018

An external user is a user who does not have access to your company domain, but who you allow to access your Comindware Tracker. For example, an external user may be a client or a remote employee. The single sign on feature is not available for exter...
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Connecting To SMTP
Viewed 76 times since Wed, Dec 5, 2018

To connect Comindware Tracker to a company's SMTP server: 1. Go to Administration > E-mail Notifications. 2. Select the Enable Outgoing E-mail check box. 3. Choose SMTP as the e-mail server type. 4. Specify the following SMTP server details a...
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Adding a Wide/Small Logo
Viewed 76 times since Wed, Dec 5, 2018

The wide logo is displayed: on the login page in the top right corner Custom Logo is displayed on the login page in the Menu tab in the bottom left corner Custom Logo is displayed in main menu To add a wide logo: 1. Go to Administration &...
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Collecting debug information in Google Chrome
Viewed 76 times since Wed, Dec 5, 2018

If you experience problems with the visual user interface of Comindware Tracker while working in Google Chrome, browser logs can help troubleshoot the issue. Before capturing any logs, make sure to refresh the page by pressing the CTRL+F5 button comb...
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How to set up notifications in Outlook for incoming Comindware Tracker messages
Viewed 76 times since Wed, Dec 5, 2018

This article describes how to set up Outlook pop-up notifications when an Email from Comindware Tracker is received. When you are working with complicated project it is very important not to miss any task you can receive during it. In this situation ...
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Calculate and log active time spent on a workflow step
Viewed 76 times since Wed, Dec 5, 2018

Let’s calculate and log active time spent on a workflow step. To do so, the following rule should be added to transition rules. To add the rule: 1. Select a workspace, select an application inside a workspace. 2. Create the required number of f...
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Set the due date of a task based on the parent workflow task/doc due date
Viewed 76 times since Wed, Dec 5, 2018

You can set subtask parameters based on parameters of its parents. For example, you might need to set the due date of a subtask based on the parent task due date and the parent item priority. To set the due date modify the previous example in the fol...
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Set the task assignee depending on parameters of the parent workflow task/doc
Viewed 76 times since Wed, Dec 5, 2018

Setting the task assignee depending on the priority of the parent workflow task/document. To set the assignee of the child task depending on the priority of the parent item, take the previous example and substitute the functions of subtraction with t...
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Validate entered durations
Viewed 76 times since Wed, Dec 5, 2018

Validation of entered duration You can set the rule which validates the entered duration. Let's create the example rule which validates, if the value a user entered for total work exceeds the maximum duration or not. To add the rule: 1. Open a w...
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Creating a Task Or Document By E-mail
Viewed 75 times since Wed, Dec 5, 2018

To create a task or document by e-mail: 1. Start a new message in your e-mail client. For example, to create a new e-mail message in Microsoft Outlook, open Microsoft Outlook and press CTRL+SHIFT+M. 2. Enter the recipient e-mail address in the To box...
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Removing a Field
Viewed 75 times since Wed, Dec 5, 2018

You can remove a field from the application if you no longer need it in your tasks or documents. Note that removing a field does not permanently delete it from the system. You can add it again any time you need. To remove a field, go to an applicatio...
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Following Task Progress
Viewed 75 times since Wed, Dec 5, 2018

You can follow particular tasks by signing up for e-mail notifications of any updates related to a task or item. By default, you receive e-mail notifications from Comindware Tracker if you are a task assignee or a person responsible for an item step....
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Step 2: Pre-Designed Business Application Or Custom Business Application
Viewed 75 times since Wed, Dec 5, 2018

Comindware Tracker offers ready pre-designed business applications for various business areas. You can also create your own custom flexible business applications. Deploying a pre-designed business application Each pre-designed business application in...
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Creating Steps
Viewed 75 times since Wed, Dec 5, 2018

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"". To create a workflow step: 1. In a wor...
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Cloning a Task or Document
Viewed 75 times since Wed, Dec 5, 2018

If you have to create and manage many tasks or documents of the same type, for example, payments, you may reuse your existing tasks and documents by cloning and slightly modifying them after they are cloned. You can create one or more exact copies of...
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Moving a Task to Another Application
Viewed 75 times since Wed, Dec 5, 2018

If you face a situation where a task is not created in the right application, moving it from one application to another in a couple of clicks can be very useful. For example, there are software bugs related to different departments of your company. I...
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Modifying List Settings
Viewed 75 times since Wed, Dec 5, 2018

You can change list settings, such as filter criteria and grouping options, or you can create a new list based on the settings of an existing list. To modify an existing list: 1. Select a list in the Navigation pane. 2. Select the List tab, and click...
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Security for invited participants
Viewed 75 times since Wed, Dec 5, 2018

Usually there is a group of users who work on a process within a task or workflow task App. This group of users is often determined on a system planning stage - workflow owners actually specify who gets tasks at which step in the process and this ass...
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Setting up task queues in Comindware Tracker
Viewed 75 times since Wed, Dec 5, 2018

Queues are often needed to serve as a starting point in a process, or rather as ""buckets"" new requests go to as soon as they come in. You may need to set up a queue to ""own"" your new requests before someone from your team picks them up from that ...
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Create a time stamp for each workflow transition
Viewed 75 times since Wed, Dec 5, 2018

You can make time stamps on entering a workflow step or on transition execution. Create the required number of fields of the Date/Time type and drag them into the form. In our example the Time Stamps tab was created to contain all the time stamps. To...
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Validate entered dates
Viewed 75 times since Wed, Dec 5, 2018

Validation of entered date You can set the rule which validates the entered date. For example, let's specify the date that cannot be a finish date for a project. To add the rule: 1. Open a workspace, open a workflow app inside a workspace and cl...
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Synchronizing Tasks
Viewed 74 times since Wed, Dec 5, 2018

Comindware Tracker for Outlook monitors task changes in both Comindware Tracker and Microsoft Outlook. As soon as you create a task, or save changes in an existing task, or someone assigns a task to you, the tasks will be synchronized between the two...
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Objects
Viewed 74 times since Wed, Dec 5, 2018

Most of the things you work with in Comindware Tracker are represented by instances of an Object data type. Object instances are the actual objects you see in Comindware Tracker, such as: account application workflow task task document workflow stat...
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How to Create a Workspace
Viewed 74 times since Wed, Dec 5, 2018

How to create a workspace: 1. Click New Workspace in the lower left part of the window. 2. Specify a workspace name, for example, HR Dept, Project Development, Designers, and workspace description. 3. Click Save to create a workspace and proceed to i...
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Creating a Requestor Workspace
Viewed 74 times since Wed, Dec 5, 2018

To create a Requestor workspace, follow the steps: Specify general settings, such as the page URL, name and description. Add Comindware Tracker workflow applications which Requestors are to create requests in. Configure the field set in the Requesto...
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Where to download .NET Framework 4 for Comindware?
Viewed 74 times since Wed, Dec 5, 2018

When installing Comindware Tracker to your server, you may get a message saying that .NET Framework 4 is necessary. The cause of this message is that there is no .NET Framework 4 installed on your computer. Normally, if this component is missing on y...
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Users cannot get into Comindware Tracker after the server hardware is changed
Viewed 74 times since Wed, Dec 5, 2018

When you install and activate Comindware software on your client server, your hardware ID is recorded for each license key you use.   If you change the hardware on your machine (get a faster processor or add more RAM for better performance), the actu...
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How to obtain an identifier
Viewed 74 times since Wed, Dec 5, 2018

While working with expressions, you have to use identifiers to refer to objects and object properties. Follow the below instructions on how to get identifiers of required objects and properties in Comindware Tracker user interface. To get the ID of a...
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Field identifiers in Tasks applications
Viewed 74 times since Wed, Dec 5, 2018

A Tasks application cannot be edited and number of fields is invariable. All task and subtask fields are system. This table lists the fields of the Tasks application. Use these identifiers in your expressions to configure tasks and subtasks. Iden...
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How to explore a problem
Viewed 73 times since Tue, Mar 3, 2020

Editing User Group Membership
Viewed 73 times since Wed, Dec 5, 2018

You can add extra users and user groups to an existing user group, or remove them. For example, you can assign Comindware administrator or Comindware architect privileges to users who will perform configuration of the work environment by adding them ...
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Importing User Groups From Active Directory
Viewed 73 times since Wed, Dec 5, 2018

When you have configured Active Directory settings, you can get the list of user groups from the Active Directory server. During import, user information is taken from the directory server and recorded into the Comindware database; no changes are mad...
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Permanent task URL
Viewed 73 times since Wed, Dec 5, 2018

Each task in Comindware Tracker has its own address (URL). It is very convenient in situations when you need to quickly share links to your tasks with your colleague (for example via Skype or e-mail). That's how you do that. Simply click on the ...
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Copy a task/doc description to a child task or subtask
Viewed 73 times since Wed, Dec 5, 2018

To copy a description from the parent task/doc to a child task or subtask: 1. Open a workspace, open an application inside a workspace. 2. Click Workflow and double click a required step. 3. In the window that appears, in the Actions group click Resp...
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Co-term Alignment of Comindware Subscriptions
Viewed 73 times since Wed, Dec 5, 2018

Very often management of active product and service subscriptions becomes a complex and tedious task. This problem gets even worse when you need to manage different subscription periods and renewals for a single product just because you purchased the...
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Optional Step 2: Configure E-mail Notifications
Viewed 72 times since Wed, Dec 5, 2018

You can configure Comindware Tracker to send e-mail notifications to Comindware users when a particular event occurs with a task or document, or to send scheduled e-mail reports. To enable this feature you should connect Comindware Tracker to a corpo...
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How To Log Time Spent On a Task
Viewed 72 times since Wed, Dec 5, 2018

Time tracking ensures that your business tasks remain accurate. Time tracking is important for measuring labor productivity, and allows it to be improved where necessary. To log time spent on a task: 1. Select a task. 2. In the Time Spent tab, click ...
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Check if a field is empty
Viewed 72 times since Wed, Dec 5, 2018

You can check if a field is empty and perform the required actions depending on a returned value. For example, you may want to mark requests, software bugs, or issues that were rejected and group them to the list. For this purpose use both IF and EMP...
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Changing workflow on the fly during your process execution
Viewed 72 times since Wed, Dec 5, 2018

Sometimes the workflow in your company may need to be restructured; the industry standards and requirements can change, requests processing may vary. Anyway, in course of time you need to make some changes in your Comindware Tracker system. The advan...
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How to track your meetings and meeting notes with the help of Comindware Tracker
Viewed 72 times since Wed, Dec 5, 2018

A good practice to track your meetings can become very easy to follow when you have Comindware Tracker in place. This article describes the approach we suggest.  You’ll definitely need a separate place for keeping you meeting records and that&r...
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Tasks due date approach reminders
Viewed 72 times since Wed, Dec 5, 2018

For the successful work process it’s very important that all team members complete their tasks in time. With Comindware Tracker you can be sure that nothing is lost or forgotten since it collects all your active tasks in your personal list “My ...
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ID of User Account’s attributes
Viewed 72 times since Wed, Jun 3, 2020

In order to return any user data in the system (for example, full name or E-mail), you need to know the system names of the attributes of user accounts. The following list contains basic user attributes that can be used in various expressions and for...
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Configuring Your Web Browser
Viewed 71 times since Wed, Dec 5, 2018

After the Comindware administrator has enabled single sign-on on the server, each Comindware user who would like to use this feature should configure their web browser. Single sign-on can be configured for the following browsers: Internet Explorer M...
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Creating Transitions
Viewed 71 times since Wed, Dec 5, 2018

All intermediate steps in a workflow must be interconnected with transitions. To create a transition: 1. In a workspace select a workflow app and open a workflow. 2. Click the Draw Transition button in the Ribbon. 3. Left-click on the source element ...
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Exporting To Microsoft Excel
Viewed 71 times since Wed, Dec 5, 2018

You can export data in any list into a Microsoft Excel file. To export a list into a Microsoft Excel file: 1. In My Desktop, click on the List tab. 2. Select the list and click the Export to Excel button. An Excel file will be generated and downloade...
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Organizing Favorites
Viewed 71 times since Wed, Dec 5, 2018

Any list or dashboard can be marked as Favorite for quick access. Favorites are displayed at the top of the Navigation pane when you select the My Desktop workspace. The list that comes first in Favorites will be opened by default each time you open ...
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Adding a Favicon
Viewed 71 times since Wed, Dec 5, 2018

A favicon is a small 16x16 pixel picture which personalizes a site in the visitors' Favorites menu. A favicon typically appears to the left of your browser's address bar and on the browser tab next to the page's title. To add a favicon...
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What should I do if a product serial number is lost?
Viewed 71 times since Wed, Dec 5, 2018

You can always find your product keys in your account at Comindware website used for product registration and activation. The keys get registered to it automatically if you purchase them online. If you do not remember your account password use passwo...
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Step 6: Configure Application: Set Up The Web Form
Viewed 70 times since Wed, Dec 5, 2018

After all the necessary fields are created, you can set the look of how they will be displayed, i.e. customize a form layout. You can customize the default web form by adding or removing web form elements. In an application, click Form. Drag and drop...
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Deactivating a Local User
Viewed 70 times since Wed, Dec 5, 2018

Deactivating a user means that a user will not be able to log in, though their personal information and all their activities, files, history, and other information will be kept in the system. At any moment you can reverse this change and reactivate t...
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Workspaces, Applications
Viewed 70 times since Wed, Dec 5, 2018

Workspaces A workspace is a team or a project. For example, you might have department-specific Workspaces, such as “IT” and “Administration.” You could also have a project-specific Workspace that would include people from several departments, such as...
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Check if a related workflow is in particular status
Viewed 70 times since Wed, Dec 5, 2018

If your workflow is complex enough, you can break it up into a few simple processes. For example, a business trip execution process might be simplified in the following way: Travel request – the master process. Travel order – the subprocess, contain...
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How To Create an Application
Viewed 70 times since Wed, Dec 5, 2018

You can create as many applications as you wish for each workspace, depending on your needs and the data you work with. How to create an application: 1. Click Create application in the left part of the window. 2. Specify application Name, for example...
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How to Create a Web Form
Viewed 70 times since Wed, Dec 5, 2018

How to create a web form: 1. Open the application and click Form. You will see the default form for the selected application. An example of a form 2. Add the web form elements into the form. In the Ribbon, click on the button which stands for t...
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How To Create a Workflow Task
Viewed 70 times since Wed, Dec 5, 2018

How to create a workflow task: 1. Go to My Desktop, and click New in the Ribbon. Creating a workflow task 2. Select the type of a workflow task you want to create. 3. Fill in all the required fields and click Save. As soon as you have clicked Sa...
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Filtering Items In a List
Viewed 70 times since Wed, Dec 5, 2018

Filtering by column values You can filter items in a list by a particular column value. For example, you may display only tasks that have Medium priority. To filter items by column values in a list: 1. Hover the mouse cursor over a column header, and...
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Reference fields display options
Viewed 70 times since Wed, Dec 5, 2018

When working with your requests in Comindware Tracker, you may need to make links between related entries. For example, connect a purchase order to a lead or link a support ticket with the related software bug. You can easily do that with the help of...
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How To Update % Complete
Viewed 69 times since Wed, Dec 5, 2018

As a task assignee works on a task, they should update the Percent Complete value. By specifying a percentage of completion between 0 (for a task that hasn't started) and 100 (for a task that is finished), you can compare planned progress to act...
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Deleting a User Group
Viewed 69 times since Wed, Dec 5, 2018

As a Comindware administrator, you can delete any Comindware user group except default user groups (Administrators and Architects), and Active Directory groups. Deleting a user group does not delete the users contained in this group. A deleted user g...
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Importing a Particular User From Active Directory
Viewed 69 times since Wed, Dec 5, 2018

You may want to import a particular user account from the Active Directory server if the user is not a member of any group in Active Directory. During import, user information is taken from the directory server and recorded into the Comindware databa...
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Configuring Synchronization Settings
Viewed 68 times since Wed, Dec 5, 2018

After you install the Comindware Tracker for Outlook, synchronization settings are configured automatically, but you can change them if necessary. To change synchronization settings: 1. Launch Microsoft Outlook. 2. Go to File > Options > Add-In...
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Assign a manager to a workflow task depending on the priority
Viewed 68 times since Wed, Dec 5, 2018

Let's assign a manager to a workflow task depending on the workflow task priority. For this example we use the IF function. To create the rule: Select a workspace, select an application inside a workspace, click Fields. 1. Create the Request Pr...
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Return information from a related item
Viewed 68 times since Wed, Dec 5, 2018

If you store any data as documents, you can get all required information from them and show it on your workflow task form. To do so, you should make a reference to the application your workflow task belongs to. To retrieve particular data from a rela...
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Connecting To Microsoft Exchange Server
Viewed 67 times since Wed, Dec 5, 2018

Comindware Tracker currently supports the following Microsoft Exchange Server versions: MS Exchange 2007 SP1; MS Exchange 2010; MS Exchange 2010 SP1. To connect to MS Exchange server: 1. Go to Administration > E-mail Notifications. 2. Select the...
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Set the due date of a task based on the parent workflow task/doc priority
Viewed 67 times since Wed, Dec 5, 2018

Expand our previous example with the expression, which defines the due date of a child task based on the parent worfklow task/doc priority. The expression adds the predefined duration to the current date. Duration is represented in ISO format. Perfor...
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Configuring Account Settings
Viewed 66 times since Wed, Dec 5, 2018

To start creating tasks or items via e-mail, you should create and configure a new incoming e-mail account. To create a new inbound e-mail account: 1. Go to Administration > Create Items by E-mail. 2. Click the New Account button in the Ribbon. 3....
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Azure AD authentication settings
Viewed 35 times since Wed, Sep 30, 2020

Contents Registration and configuration of an application in Microsoft Azure Active Directory Registering an application in Microsoft Azure Active Directory Configuring a registered application in Microsoft Azure Active Directory User accounts ...
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Comindware Data Security in Cloud
Viewed 34 times since Thu, Oct 1, 2020

Physical Security: The cloud version of Comindware Tracker is hosted in an Amazon EC2 - based environment and thus leverages the Amazon’s measures, procedures and policies when it comes to the physical security of the datacenters and computers...
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Configuring Approval by E-mail
Viewed 7 times since Wed, Nov 25, 2020

Approval process often includes a number of top-level employees (CEO, CFO, etc.) who may not be active users of the system. In this case, it would be convenient to send such users an e-mail, in which they could both view the details of the request (b...
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