We will teach you how to use everything that Projectrak offers to track your projects in Jira Data Center and Server
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?
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.
I want to learn more >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.
I want to learn more >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.
I want to learn more >Activate monitoring for your projects and configure the subscriptions to queries to receive in your inbox all the changes that occur in your projects.
I want to learn more >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.
I want to learn more >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.
I want to learn more >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.
Create custom data fields for your projects. There are up to eleven types that will allow you to track relevant information for you.
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.
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.
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.
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.
I want to learn more >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.
I want to learn more >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.
I want to learn more >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.
I want to learn more >Capture project-related events, condition actions based on project values, and automatically update one project property at a time.
I want to learn more >Use project fields as properties and dimensions in eazyBI. Create reports crossing information between issues and projects in an advanced way.
I want to learn more >Allows users to easily maintain selection type field values. Access them from Elements Connect with Projectrak REST services.
I want to learn more >Turn project information into advanced gadgets and reports withCustom Chart integration. You only need to map the Projectrak project fields.
I want to learn more >Create Rich Filters based on the information in Projectrak's project fields, and turn them into gadgets that you can embed JiraDashboards.
I want to learn more >Export project information created with Projectrak to Excel. Get theproject fields that are mapped to the issues outside Jira.
I want to learn more >Export project information created with Projectrak to PDF. Get theproject fields that are mapped to the issues outside Jira.
I want to learn more >Export data from Projectrak project fields to Microsoft Power BI or Tableau. Create project reports outside Jira with information from Jira projects.
I want to learn more >Projectrak documentation will help you understand and find the most effective and fastest way to use all its capabilities.
We love to help. Do you have any problems or doubts with Projectrak? Raise a ticket, and we will get back to you asap.
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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