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Welcome aboard!

We will teach you how to use everything that Projectrak offers to track your projects in Jira Data Center and Server

Where do you want to start?


I want to start with the basics


I want to learn how to customize it


I want to learn the most advanced things


I want to know the integrations


Take your first steps with Projectrak

The following features are available from the first second you install Projectrak. Here, we will show you how to use them all, choose the one you are more interested in. Where do you want to start?


Communicate the status of my projects

Use the built-in fields to communicate the situation of the project, facilitate its monitoring and share relevant information with the teams and people of your choice.

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Search through my projects

With Projectrak's project navigator or list view, you will be able to search among all your projects, e.g. filtering by those you lead or are assigned to.

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Work with my project releases

The releases view allows you to view all the planned deliveries or releases of your projects and you will be able to modify the dates without having to enter each project.

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Be up to date with all changes

Activate monitoring for your projects and configure the subscriptions to queries to receive in your inbox all the changes that occur in your projects.

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Perform bulk changes to my projects

Make bulk updates of all your projects: roles, components, category or associated layout. Besides, if you are a Jira Admin, you can carry out massive deletions of information.

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Create and share reports on my projects

Create graphs and tables with information from your projects using five types of gadgets that you can embed into Jira dashboards and view in real time.

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Do you prefer to customize the default data screen of your projects?

Learn in four steps how to customize the information you want to share about your projects and how you want it to be displayed on the screen. Click on the button to learn about the whole process in detail.


Step 1.

Create your fields

Create custom data fields for your projects. There are up to eleven types that will allow you to track relevant information for you.


Step 2.

Design your screen layout

Decide how to organize and distribute, on the screen, the data fields you created in the previous step, give the layout a name and save it for step 3.


Step 3.

Associate it with your projects

Associate the layout you just designed with the fields you want to be displayed within. Now you can feed the fields included in the layout with data.


Step 4.

Set it as 'by default'

To save time you can set the layout "by default" for any of the three project types that Jira offers: Service Desk, Business or Software.


Learn Projectrak's advanced features


Use Projectrak in Jira workflows

Use Projectrak in the Conditions and/or Validators to condition the progress of an issue; update project data with Post-functions from the Projectrak Script console.

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Connect list fields to external data sources

Feed List type fields with values extracted from external databases, such as external master tables to Jira; just configure the connection string and query and voila.

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Take advantage of script-type fields

Perform custom and specific calculations, either with Projectrak fields or with data added to the issues. It is possible to achieve this with Script type fields.

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Link Jira fields with Projectrak fields

It is possible to see the status or delivery date of the project within each issue; you can also use this data in Jira gadgets or other reporting apps.

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Projectrak's integrations with other Atlassian marketplace apps


Automation for Jira

Capture project-related events, condition actions based on project values, and automatically update one project property at a time.

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Use project fields as properties and dimensions in eazyBI. Create reports crossing information between issues and projects in an advanced way.

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Elements Connect

Allows users to easily maintain selection type field values. Access them from Elements Connect with Projectrak REST services.

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Custom Charts

Turn project information into advanced gadgets and reports withCustom Chart integration. You only need to map the Projectrak project fields.

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Rich Filters

Create Rich Filters based on the information in Projectrak's project fields, and turn them into gadgets that you can embed JiraDashboards.

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Better Excel Exporter for Jira

Export project information created with Projectrak to Excel. Get theproject fields that are mapped to the issues outside Jira.

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Better PDF Exporter for Jira

Export project information created with Projectrak to PDF. Get theproject fields that are mapped to the issues outside Jira.

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Power BI & Tableau Connector for Jira

Export data from Projectrak project fields to Microsoft Power BI or Tableau. Create project reports outside Jira with information from Jira projects.

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Projectrak Documentation

Projectrak Documentation

Projectrak documentation will help you understand and find the most effective and fastest way to use all its capabilities.

Projectrak Support

Projectrak Support

We love to help. Do you have any problems or doubts with Projectrak? Raise a ticket, and we will get back to you asap.

Latest blogposts about Projectrak

If you want to continue understanding Projectrak what better way than by accessing the latest blog posts where you can find ideas and best practices to get the most out of it.

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