Comindware Tracker (en)

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 user perspective; Training - lessons for quickly mastering the basic capabilities of the platform; How... Read More

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 adding or removing web form elements using the familiar drag-and drop model. Building a form for B... Read More

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. Each workflow is associated with a particular project and particular workflow task type, and is se... Read More

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 in turn in your department, for example, a customer claim, a tracking issue, a help desk request. ap... Read More

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 Setting a Backup Location). Who can back up the Comindware database Comindware administrators Prelim... Read More

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 Operations Sales Operations Education and School Administration Software Development. Each pre-designed bu... Read More

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 the My Desktop page in Comindware Tracker and has most of the same functionality. After you install... Read More

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 software problems into your company’s Help Desk department, and the e-mails will be converted into H... Read More

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 or documents in a particular Comindware Tracker application with new data from a CSV file. Benefits... Read More

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 is displayed on the login page in the top right corner and in the Menu tab in the bottom left corner. The... Read More

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 database a product release or iteration in Software Development Documents help you keep lots of different... Read More

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 properties from expressions. Identifiers are usually limited to letters, digits and underscores, and s... Read More

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.comindware.com and receive a product key from your account. Who can perform license management Comindware adm... Read More

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 and even share them with other users. Lists are also used as a data source for building widgets. Lists... Read More

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 outgoing e-mail settings Comindware administrators Preliminary steps Comindware Tracker Full licens... Read More

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 manage tasks in particular workflow applications. Requestors have their own type of license — ... Read More

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 particular users on a regular basis. E-mail recipients will receive the e-mail which will contain tasks a... Read More

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 name and password combinations Reducing time spent re-entering passwords for the same identity Reducing... Read More

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 team, and with Comindware Tracker, you can track their status automatically. Read More

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 applications. We strongly recommend reusing existing fields as you will be able to create different types... Read More

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 up/restored together with the main database. Who can view the Audit Log Comindware administrators P... Read More

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 You can also create personal dashboards — dashboards which will be saved in the My Desktop ar... Read More

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 domain, for example, Active Directory. You can use the mixed mode: some users can be taken from Active D... Read More

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 Software Development using bugs will help you manage the quality of your product. Workflow tasks also ... Read More

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 Product Management Workspace for Product Managers, and a Human Resources Workspace. Each workspace in... Read More

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 will be the e-mail subject, and the body of the e-mail will become a task or doc description. E-mail at... Read More

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, the whole discussion history is shown in the Discussion tab of each task and subtask within a workfl... Read More

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: 1. Go to Administration > Custom Logo. 2. Click the Upload button and select a favicon file. The pre... Read More

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. Adding into user groups is performed by Comindware administrators. To add one or more users into a user... Read More

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 Ribbon. Read More

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 > Custom Logo. 2. Click the Upload button and select an image or logo for your organizat... Read More

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 external users. To add an external user: 1. Go to Administration > Users. 2. Click New User ... Read More

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 need. Each widget is tied to the selected list. All widgets have a number of display options such as ... Read More

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 browsers like Safari, Google Chrome or Mozilla Firefox.Internet Explorer is supported starting from version... Read More

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 settings. Read More

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 Tracker to create items from e-mail messages Learn how to create tasks and documents by sending an e-ma... Read More

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 Priority (ID: Request_Priority) field of the List of Values type. This field is required for creating ... Read More

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 task is in particular status. The remaining time should be calculated as the difference between the... Read More

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. This is not just a static property though, you can pull it up and use it in your workflows and data... Read More

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 Administration -> License Manager. 2. Select the Comindware Tracker product key you want to a... Read More

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 a required step, and click Responsible Persons in the left area of the Step Properties window.... Read More

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 attach a file: 1. Select the task or doc to which you want to attach a file. 2. Click the ... Read More

In order to pre-populate a certain field with the count of all IDs in the current app +1, thus, getting a unique consecutive number for an item (invoice no, request #, etc.), enter the following expression: @prefix cmw: <http://comindware.com/logics#>. @prefix cmwmath: <http://comindware.com/logics/math#>. @prefix math: <http://... Read More

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 specified period of time, a workflow task moves automatically to the next workflow step. to automatically e... Read More

To protect your data from hardware failure, viruses or accidental deletion is very important to make backups. Comindware Tracker offers such an important feature and allows you to make backups every time you need. All the projects, users, tasks, progress on tasks, comments, and attached files will be saved. This procedure is different for cloud and... Read More

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 Ribbon. 3. Choose the type of Bar chart widget. 4. Select a list that will be used ... Read More

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. Read More

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 code formatting tools. Creating a validation rule using built-in editor Read More

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 fields of the Date/Time type as in previous example. 3. Create several fields of the D... Read More

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 custom text so all of your tasks are named using the same format. In this particular sce... Read More

In order to calculate next recurrence date for a certain item, enter the following expression: Date format: @prefix cmw: <http://comindware.com/logics#>. @prefix str: <http://www.w3.org/2000/10/swap/string#>. @prefix schedule: <http://comindware.com/ontology/schedule#>. {   ?item cmw:schedule ?scheduleId.   ?schedule... Read More

In order to capture comment text to pre-populate certain field or to use in an email use trigger of type “On comment addition” and enter the following expression in the necessary activity:  $$contextComment->cmw.comment.value Read More

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 advantage of Comindware Tracker is - you can really change your workflow “on the fly”.&n... Read More

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 EMPTY functions. To add the rule: 1. Select a workspace, select an application. 2. Click Fiel... Read More

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, containing gathering detailed information about the trip, booking etc. Expenses report - the su... Read More

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 a payment, changing only required data. A cloned task or document is a separate entity from the ori... Read More

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 them at different times. To help mitigate this problem Comindware is currently utilizing the ""subscrip... Read More

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 combination on your keyboard.​Some errors may be caused by pages being cached improperly on y... Read More

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 button in the Ribbon. 3. Choose the type of Column chart widget. 4. Select a list tha... Read More

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.comindware.com and receive a product key from your account. Comindware Tracker can be used as a Cloud su... Read More

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 the data is hosted on. Put simply, we are using the best, most secure and properly managed physical... Read More

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 some of the updates of Comindware product itself require the service to be brought down fo... Read More

​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 professionals via email, chat and phone.  In case of a business-critical issue, the first respo... Read More

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 with some essential documents inside. Another example could be a user losing the ability to log in to ... Read More

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.   Contents:  What are the possible usage scenarios for the product? I don’t understand the p... Read More

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 you've run into occurred. The log is captured automatically so all you need to do is to reproduce th... Read More

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 limit, the total number of users licensed to the instance is divided into buckets each of which has ... Read More

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. You will get the Comindware local web server, so all Comindware programs and components become a... Read More

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 send this log to investigate the issue you report. You can always find the Comindware Tracker server lo... Read More

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 can create several different conditional transitions for one step. How it works As soon as a task is m... Read More

Comindware Tracker provides the ability to configure conditional transitions. In particular, it may be useful in the approval processes to determine whether the approval by a specific employee is needed or not. Usually, approval limits for the required set of employees / roles are set up in some other technical application, and the conditions for t... Read More

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. Fill in the account settings Name Description Application Select an applic... Read More

Comindware Tracker supports the ability to export data to Word, Excel or PDF files. For that, you need to create a template, either in Word or Excel, where you map Comindware Tracker fields to a preconfigured document/workbook layout. To configure an export template file: 1. Create a new Microsoft Word/Excel document/workbook (*... Read More

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 or in bulk by groups. Default security roles Comindware Tracker provides 4 default security roles, e... Read More

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 (busines trip notice, invoice, etc.), and make their decision by clicking on a button, without having ... Read More

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 in Administration > E-mail Integration. See Configuring outgoing e-mail settings. То ... Read More

Contents Registering and configuring 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 in Microsoft Azure Active Directory Configuring Microsoft Azure Active Directory authentication in Comin... Read More

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 > Comindware Workflow For SharePoint. 2. Click New Integration. 3. Specify general... Read More

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 administration (click Start > Administrative Tools, and then click SharePoint Central Administrat... Read More

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 Tools > Internet Options. 2. Click the Security tab and choose the Trusted Sites icon. 3.... Read More

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. Open Mozilla Firefox. 2. In the address bar of the web browser type the following text: ab... Read More

Contents Registering and configuring an application in Okta Registering an application in Okta User accounts in Okta Configuring Okta authentication in Comindware Tracker General settings Configuring user accounts to use Okta authentication in Comindware Tracker   Before you start config... Read More

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 modified the web.config file. To install the Windows Authentication module: 1. Go to Start > Cont... Read More

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 simply based on the current step in the workflow or based on a more complex calculation (e.g. based... Read More

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-Ins. 3. Choose Comindware Tracker for Outlook from the list of add-ins, and click the A... Read More

In order to customize the display of the date in a certain format (in this example it is “«1» March 2021"), enter the following expression: FORMAT("«{0}» {1} {2}", LIST( DAY($date), IF ( (MONTH($date) == 1), "January", IF ( (MONTH($date) == 2), "February", IF ( (MONTH($date) == 3), "March", IF ( (MONTH($date) == 4)... Read More

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 Mozilla Firefox Google Chrome Read More

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 Directory is established, Active Directory is automatically synchronized with the Comindware Tracker ... Read More

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 Enable Outgoing E-mail check box. 3. Choose Microsoft Exchange Server as the e-mail ... Read More

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 as specified in the table: Value Description Host Name Specify the full U... Read More

In order to convert attachments into text attribute (for example, to get the list of names of these attachments, or to have clickable links to them), enter the following expression: Attachments from current item only (subtasks attachments not included): Link: @prefix cmw: <http://comindware.com/logics#>. @prefix xsd: <http://www.w3.o... Read More

In order to convert all the comments in the discussions tab of an item to a separate text field (for instance, to use for export), enter the following expression:   @prefix cmw: <http://comindware.com/logics#>. @prefix comment: <http://comindware.com/ontology/comment#>. @prefix sort: <http://comindware.com/ontology/dataset/s... Read More

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 Responsible Persons. 4. Select the Assign tasks and prepopulate task fields check bo... Read More

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 configure a time stamp rule: 1. Select a workspace, select an application inside a workspace. ... Read More

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. The Created vs Closed chart To create the Created vs. Closed chart: 1. Select a dashboard in th... Read More

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. Imagine you are tracking your employees, their passports and visas in three different item gro... Read More

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 database files to different hardware. To create a backup: 1. Go to Administration > Backup Management. 2... Read More

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, bugs, claims, etc. You can select several types of information by pressing and holding the ... Read More

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. Click New User in the Ribbon. 3. In the Login Name and Password fields, provide user cr... Read More