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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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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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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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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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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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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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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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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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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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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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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Creation of validation rules is the same as for step fields. See Validation Rules.
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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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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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Configuration of mandatory fields is the same as for step fields. See Mandatory Fields.
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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:
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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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:
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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
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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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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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:
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:
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 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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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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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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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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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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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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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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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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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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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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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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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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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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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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