Step 

How to 

1. Login as root 

 

2. Use the User Management -> Overview tab to create managed administrator. 

Creating a User Account 

3. Use the User Management -> User -> Change Password tab to set password for the managed administrator. 

Changing a Password 

4. Use the Task Management -> Overview tab to create the root folder for your projects. 

Creating a Project 

5. Use the Task Management -> Access Control -> Assigned Statuses tab to give the managed administrator permission to manage your projects. 

Granting User Access to a Project 

6. Login as managed administrator. 

 

7. Use the User Management -> Statuses tab to configure user groups and set permissions for each user group. 

Establishing a User Group Account 

8. Use the User Management -> Overview tab to create user accounts for your developers, testers and customers. 

Creating a User Account 

9. Use the Task Management -> Workflows tab to configure workflows for your projects and bugs. Set workflow permissions for your user statuses. 

Creating a Workflow 

10. Use the Task Management -> Categories tabs to create categories for your projects and tasks. Set category permissions for your user statuses. 

Creating a Category 

11. Use the Task Management -> Overview tabs to create your project hierarchy. 

Creating a Project 

12. Use the Task Management -> Access Control -> Assigned Statuses tabs to allow your users to view projects and fill-in bugs. 

Granting User Access to a Project 

13. Use Task->Customize and Workflows->Customize tabs to create custom fields for your projects and bugs. 

Adding a Custom Field 

14. Use the Filters tab to customize task filters. 

Filtering Subtasks by Properties 

15. Login as root. 

 

16. Use the User Management -> User -> Change Password tab to change the root's password. 

Changing a Password 

17. Use the User Management -> User -> Edit tab to de-activate jsmith’s account (all subordinated accounts will be deactivated automatically). 

Locking a User Account 

18. Use filters to search tasks by complex criteria. 

Filtering Subtasks by Properties 

19. Use reporting to manage project resources and analyze what work has been completed and what work remains to be done. 

Generating a Report 

20. Use SOAP API to integrate TrackStudio with a call-center, front-office and other third-party software. 

Integrating with Third-Party Systems