How-To’s

Getting your team to start using Comindware Tracker
Viewed 85 times since Wed, Dec 5, 2018

Embracing change is often difficult, especially if we talk about changing other people's habits and environments. Getting your team to start using a centralized task management environment or changing the platform you use for that purpose may tu...
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Parallel tasks in Comindware Tracker
Viewed 85 times since Wed, Dec 5, 2018

Comindware Tracker can be configured to create multiple tasks for each item step. Note that there is still one primary task linked directly to the corresponding item. Other tasks created in parallel will be subtasks to this primary task and will not...
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Understanding Comindware Tracker
Viewed 82 times since Wed, Dec 5, 2018

No doubt you’d like to get started right away, assigning tasks and combining tasks into a sequence. Understanding the following concepts will make that process go smoothly.If you find yourself hunting through emails for status updates and consi...
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System requirements for Comindware Tracker
Viewed 81 times since Wed, Dec 5, 2018

If you want to use Comindware Tracker in the cloud, all you need is just the latest released version of one of the supported browsers listed below. Your web browser also must support JavaScript and cookies. The minimum resolution of your screen shoul...
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Reassigning licenses between users
Viewed 81 times since Wed, Dec 5, 2018

Every company has situations when some employees are leaving the company or changing their positions and have to do another work. If it happens in your team, you may need to reassign their licenses to other users hired as a replacement. There is noth...
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Creating "Reference" type fields with multiple values
Viewed 76 times since Wed, Dec 5, 2018

This article describes how to properly cross-link items from different item groups using ""reference"" fields with multiple values. You may run into a situation in which you need to set up a two-way linking between items in two different item groups....
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Configuring subtasks initiated by a workflow
Viewed 68 times since Wed, Dec 5, 2018

When configuring a workflow for an item in Comindware Tracker, you can set it up to create subtasks for users at every step in the workflow as described here. You can configure those automatically created tasks to be assigned to certain people either...
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Comindware Tracker installation: IIS or Windows Service
Viewed 52 times since Wed, Dec 5, 2018

When installing Comindware Tracker to your server, you can choose to run it as a Windows service, or as an IIS web-site. Comindware Tracker Installer Windows service installation: use this option if you don’t have IIS installed on your PC. Y...
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Where can I get the latest Comindware Tracker build?
Viewed 51 times since Wed, Dec 5, 2018

If you have the on-premise version of Comindware Tracker, you may need to download the latest product build, for example to update the software on your server. If you use Comindware Tracker in the cloud, all updates are installed for you automaticall...
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Using custom email notifications
Viewed 51 times since Wed, Dec 5, 2018

Often, at certain stages of your work processes, you may need to send emails to your employees, managers or even external users with some actual information on the workflow tasks they are participating in. For example, you may want to instruct your e...
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Creating and managing a multi-level subtasks hierarchy
Viewed 46 times since Wed, Dec 5, 2018

Each task in Comindware Tracker allows users to create an unlimited number of subtasks that can be assigned to other users. This helps you collaborate with your colleagues more efficiently and have a better picture of tasks dependencies. Comindware T...
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Data retention policy for Comindware Tracker
Viewed 45 times since Wed, Dec 5, 2018

All Comindware products are licensed on a subscription basis and therefore you may run into a situation in which your subscription expires before you have a chance to extend it (e.g. when your trial expires before you switch to the paid subscription ...
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How to set up notifications in Outlook for incoming Comindware Tracker messages
Viewed 44 times since Wed, Dec 5, 2018

This article describes how to set up Outlook pop-up notifications when an Email from Comindware Tracker is received. When you are working with complicated project it is very important not to miss any task you can receive during it. In this situation ...
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Using gmail as an outgoing server for Email Notifications in Comindware Tracker
Viewed 44 times since Wed, Dec 5, 2018

The following settings should be used if you need to use Gmail as an outgoing server for email notifications: Configure SMTP Note that you should specify an existing Gmail account that will be used as a sender for all the notifications. If Gmail d...
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Feature comparison of mobile apps and add-ins in Comindware Tracker
Viewed 41 times since Wed, Dec 5, 2018

Even though the server part of Comindware Tracker needs to be installed to a server machine (in case of the cloud version we install it to our servers for you), product users can access it from a wide variety of both stationary and mobile devices. As...
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Tasks due date approach reminders
Viewed 41 times since Wed, Dec 5, 2018

For the successful work process it’s very important that all team members complete their tasks in time. With Comindware Tracker you can be sure that nothing is lost or forgotten since it collects all your active tasks in your personal list “My ...
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Setting up task queues in Comindware Tracker
Viewed 40 times since Wed, Dec 5, 2018

Queues are often needed to serve as a starting point in a process, or rather as ""buckets"" new requests go to as soon as they come in. You may need to set up a queue to ""own"" your new requests before someone from your team picks them up from that ...
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Managing parallel subtasks and subprocesses in Comindware Tracker
Viewed 39 times since Wed, Dec 5, 2018

When designing a workflow in Comindware Tracker you will notice that you can design workflows of any complexity but there is always just one process step that can be active at a time. In other words, you can create branched processes but users will a...
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How to set up Document Review process in Comindware Tracker
Viewed 39 times since Wed, Dec 5, 2018

Sooner or later you will face a situation when certain documents need to be reviewed by several people to ensure their accuracy and compliance with your business and legal requirements. This task can be troublesome and hard to control if you only hav...
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Permanent task URL
Viewed 38 times since Wed, Dec 5, 2018

Each task in Comindware Tracker has its own address (URL). It is very convenient in situations when you need to quickly share links to your tasks with your colleague (for example via Skype or e-mail). That's how you do that. Simply click on the ...
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How to track your meetings and meeting notes with the help of Comindware Tracker
Viewed 38 times since Wed, Dec 5, 2018

A good practice to track your meetings can become very easy to follow when you have Comindware Tracker in place. This article describes the approach we suggest.  You’ll definitely need a separate place for keeping you meeting records and that&r...
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Reference fields display options
Viewed 38 times since Wed, Dec 5, 2018

When working with your requests in Comindware Tracker, you may need to make links between related entries. For example, connect a purchase order to a lead or link a support ticket with the related software bug. You can easily do that with the help of...
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Security for invited participants
Viewed 38 times since Wed, Dec 5, 2018

Usually there is a group of users who work on a process within a task or workflow task App. This group of users is often determined on a system planning stage - workflow owners actually specify who gets tasks at which step in the process and this ass...
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Changing workflow on the fly during your process execution
Viewed 37 times since Wed, Dec 5, 2018

Sometimes the workflow in your company may need to be restructured; the industry standards and requirements can change, requests processing may vary. Anyway, in course of time you need to make some changes in your Comindware Tracker system. The advan...
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