Implementation Guide

The following topic describes how to configure TrackStudio.

We recommend that you complete the following steps to use TrackStudio for issue tracking:

Step	How to
Login as itadmin/itadmin.
Use the Current User -> Users List... -> Create a User pulldown to create user accounts for your developers, testers, and customers.	Creating a User Account
Use the Current Task -> Subtasks... -> Create a Project or a Task pulldown to create your project hierarchy.	Creating a Project
Login as root/root.
Use the Current User -> User... -> Change Password link to change the root's password.	Changing a Password
Use the Current User -> Users List... menu item to choose jsmith's account and use the Edit link to deactivate it (all subordinated accounts will be deactivated automatically).	Locking a User Account

We recommend that you complete the following steps to create brand new TrackStudio configuration for your company:

Step	How to
Login as root/root.
Use the Current User -> Users List... -> Create a User pulldown to create a managed administrator.	Creating a User Account
Click the Change Password link to set the password for the managed administrator.	Changing a Password
Use the Current Task -> Subtasks... -> Create a Project or a Task pulldown to create the root folder for your projects.	Creating a Project
Use the Current Task -> Access Control Rules... -> Assigned Statuses -> Grant Access pulldown to give the managed administrator permission to manage your projects.	Granting Users Access to a Project
Login as the managed administrator.
Use the Current User -> Statuses... -> Create a Status pulldown to create user groups and set permissions for each user group.	Establishing a User Group Account
Use the Current User -> Users List... -> Create a User pulldown to create user accounts for your developers, testers, and customers.	Creating a User Account
Use the Current Task -> Workflows... -> Create a Workflow link to create workflows for your projects and bugs. Set workflow permissions for your user statuses.	Creating a Workflow
Use the Current Task -> Categories... -> Create a Category link to create categories for your projects and tasks. Set category permissions for your user statuses.	Creating a Category
Use the Current Task -> Subtasks... -> Create a Project or a Task pulldown to create your project hierarchy.	Creating a Project
Use the Current Task -> Access Control Rules... -> Assigned Statuses -> Grant Access pulldown to allow your users to view projects and submit bugs.	Granting Users Access to a Project
Use the Current Task -> Custom Fields... -> Create a Custom Field and the Current Task -> Workflows -> Custom Fields -> Create a Custom Field pulldowns to create custom fields for your projects and bugs.	Adding a Custom Field
Use the Current Task -> Filters... -> Create a Filter link to customize task filters.	Filtering Subtasks by Properties
Login as root/root.
Use the Current User -> User... -> Change Password link to change the root's password.	Changing a Password
Use the Current User -> Users List... menu item to choose jsmith's account and use the Edit link to deactivate it (all subordinated accounts will be deactivated automatically).	Locking a User Account
Use reporting to manage project resources and analyze what work has been completed and what work remains to be done.	Generating a Report

Topic path: User's Guide > Implementation Guide