Track-It! 2017 is currently available only to customers who have signed up for the Developers Circle. This space currently contains Beta content. Click here to see the information about the latest release.

Free video training

The following section provides free videos that help various Track-It! users to get started. You can also view these videos in a pre-configured playlist.

Videos for system administrator

The following table provides details about videos presentations that are helpful to the system administrator in Track-It!

No.GoalSummaryVideo linkReference topic
1To install Track-It!Provides information about key considerations before installing, the basic architecture of the product and the resources required. It shows of each screen and available installation options.

https://youtu.be/-rQ94WHDGeY

Installing
2To understand the post installation configurations

Provides an overview of the configuration of Track-It! Also explains how to get started with the configuration, the basics of the green and red indicators, how settings are grouped, and how to navigate configurations.

It also explains the critical configurations that must be set up to use the product and the next steps.

https://youtu.be/MqU7Z9qL5z4

Configuring after installing
3To import users in Track-It! from Active Directory

Provides a brief explanation of Active Directory, why you would want to use this import tool to create user accounts, how to set up Self Service Active Directory authentication with Track-It!, and the benefits of Active Directory.

It also provides a step-by-step example of the required configuration.

https://youtu.be/f3F7dCMPEfE

Importing users from Active Directory
4To configure emails

Provides an overview of the email feature, benefits, and how to manage emails from users. Also provides usage scenarios, types of email supported, and then presents through a sample configuration.

https://youtu.be/7_NATTiF2rs

Configuring email
5To configure business rulesProvides an overview of business rules, general use cases, and provides some specific examples of the settings.

https://youtu.be/KHFcEoFKf5Y

Configuring business rules
6To configure advanced business rulesProvides information about the types of business rules, email processing rules, notification rules, and skill routing rules are all set up in business rules.

https://youtu.be/PnvkvdzC-gY

Configuring business rules
7To configure priorities and set up priority hierarchyProvides information about setting up priorities through Categories and setting up advanced options through SLAs and Business Rules.

https://youtu.be/5Xk4rc2H82g

Creating and managing priorities
8To configure service level agreementsProvides information about how to configure service level agreements (SLAs), and how to, create actions, conditions, and milestones.

https://youtu.be/SBqHzmMbCRo

Configuring service level agreements
9To configure categories

Provides an overview of categories, including their benefits and how to customize them. Also provides examples of typical categories and demonstrates the process of creating a category.

https://youtu.be/lsOph2BUrCY

Creating and managing categories
10To customize Self Service portalProvides an overview Self Service, benefits, creating custom links, customizing the logo, and the other visible elements in Self Service.

https://youtu.be/24e8yKgdzos

Configuring Self Service
11To configure Ticket templates and Assignment status progression

Provides information about how to configure Ticket templates for commonly requested tickets, how to add assignment templates, and how to enable assignments after their predecessor assignments are complete.

https://youtu.be/im59NOyYH5E

Creating and managing form templates
12To customize formsProvides information about how to customize module forms for groups.

https://youtu.be/m4Q2Er1WOBU

Customizing forms for groups
13To set up Active Directory authentication

Provides information about setting up the Active Directory authentication in Track-It!

https://youtu.be/ftYrrSAiaAQ

Enabling Windows authentication for Track-It!
14To learn about the migration toolProvides an information about the migration tool used to migrate to Track-It!

https://youtu.be/LVZNSdfAKis

Migrating to Track-It! 2018

Videos for technicians

The following table provides details about video presentations that are helpful to the technicians in Track-It!

No.GoalSummaryVideo linkReference topic
1To understand the Help Desk features

Provides an overview of all features that technicians can use in Track-It!

https://youtu.be/6kqwwJd-pHA

Defining views and performing actions on Help Desk
2To customize the HelpDesk Grid

Provides information about grid views and their benefits. It also provides information about how to customize a view, sort records and multiple columns, select columns, filter, group, and color-code views.

https://youtu.be/0cBaPQOBTko

Defining views and performing actions on Help Desk
3To work with HelpDesk ticketsProvides information about working with HelpDesk tickets in Track-It!

https://youtu.be/lkSuvw7oFuo

Defining views and performing actions on Help Desk

Videos for requestors

The following table provides details about video presentations that are helpful to the requestors in Track-It!

No.GoalSummaryVideo linkReference topic
1To learn about Self ServiceProvides an overview of Self Service in Track-It!

https://youtu.be/og0xyzf8n7Q

Overview of Self Service

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