Welcome to your JumpStart
Issuetrak Implementation Guide
Welcome! Our Professional Services team will work with you one-on-one to implement and set up your Issuetrak site. We’ll provide all the tips, tricks, and tools you’ll need during one to three remote sessions, which usually lasts one to two hours.
Your first session will go over:
- System settings
- Organizational structures
- Users and groups
- Issue types
Additional sessions will review:
- Issue templates
- Issue notifications
- Automation features
- Additional capabilities
Please complete the following quick tasks before meeting with Professional Services in order to get the most out of your JumpStart sessions.
Complete the usage questions that were provided to you upon purchase of your Issuetrak system. This information will be discussed at the beginning of your first JumpStart
Test your login credentials for your Issuetrak site prior to your first session! You’ll need access to explore the interface during your JumpStart.
If you purchased a cloud site, our Technical Support team will provide your site information via email.
Schedule your training sessions
Issuetrak will email you with a link to schedule your training. You can use the same link to reschedule if needed. You may also contact Professional Services at +1 (757) 213-1330 or send an email to [email protected]. If you have dates in mind, your Product Engineer can go ahead and schedule the next session(s) during the first JumpStart.
As you get ready for your JumpStart, think about your current processes and how you would like Issuetrak to support them. During your sessions, we’ll provide examples. If you have any questions that can’t wait until your JumpStart session, please reach out to our Technical Support team!