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Quick Setup: Create a Work Environment

Step 1: Add Users And User Groups

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 architect, please ask the Comindware administrator to perform this operation. Adding users from Active... Read More

Step 2: Pre-Designed Business Application Or Custom Business Application

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 includes preconfigured workflows, task and doc forms. Comindware provides ready business applications ... Read More

Step 3: Create a Workspace

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 the window. Specify the workspace name, description and click Save. You will proceed to the workspace... Read More

Step 4: Create an Application

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 attention of several people in turn in your department, for example, a customer claim, a tracking issue, ... Read More

Step 5: Configure Application: Set Up Fields

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 calculations for another visible field. Go to an application, click Fields. Click New Field, select fiel... Read More

Step 6: Configure Application: Set Up The Web Form

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 existing fields from the left part of the window into the middle part of the window. Select a form ... Read More

Step 7: Configure Application: Create a Workflow

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 Workflow. Modify the workflow diagram: drag statuses from the left part of the window and drop them into th... Read More