How-To’s

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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