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.
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.
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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.