Quick Setup: Create a Work Environment

Step 1: Add Users And User Groups
Viewed 368 times since Wed, Dec 5, 2018

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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Step 7: Configure Application: Create a Workflow
Viewed 208 times since Wed, Dec 5, 2018

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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Step 3: Create a Workspace
Viewed 173 times since Wed, Dec 5, 2018

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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Step 4: Create an Application
Viewed 118 times since Wed, Dec 5, 2018

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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Step 2: Pre-Designed Business Application Or Custom Business Application
Viewed 107 times since Wed, Dec 5, 2018

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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Step 5: Configure Application: Set Up Fields
Viewed 105 times since Wed, Dec 5, 2018

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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Step 6: Configure Application: Set Up The Web Form
Viewed 101 times since Wed, Dec 5, 2018

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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