How To: Install JobTraQ Sync for Microsoft Outlook

JobTraQ Sync for Outlook is a Microsoft Outlook 2010/2013/2016 add-in that synchronizes your calendar to and from JobTraQ. It supports both 32 bit and 64 bit versions of Microsoft Outlook 2010, 2013, and 2016. This document will help you install the add-in and sign in for the first time. Installing the add-in To install the add-in, follow these instructions: To download the zipped installation files, click this link and sign in to the portal: JobTraQ Sync for Outlook Unzip the ZIP file to extract the installation files. Now we need to determine whether your Microsoft Outlook is 32 bit or... Read More »

How To: Deleting Users in JobTraQ

It is inevitable that a JobTraQ user will need to be deleted so that they no longer have access to JobTraQ. Fortunately, JobTraQ is able to handle such a situation without losing any data that the user was working on. This means that any data including tasks, audit trail history, comments and any other work will be preserved. To delete a user, you will need to search for the user in the Contacts page. Once you have click on the Users Profile, scroll down to the bottom right hand corner and click on the delete icon ( ). Once you... Read More »

How To: Use Ola Hallengren’s SQL Server Maintenance Solution

Any good database maintenance plan will include the core tasks of backups, integrity checks, index checks, and other types of maintenance tasks. One such tool that has been highly recommended for the last several years is the SQL Server Maintenance Solution created by Ola Hallengren (https://ola.hallengren.com). The SQL Server Maintenance Solution is supported on SQL Server 2005, SQL Server 2008, SQL Server 2008 R2, SQL Server 2012, and SQL Server 2014. To implement the SQL Server Maintenance Solution as your database maintenance plan, use the following steps: Download MaintenanceSolution.sql at https://ola.hallengren.com/scripts/MaintenanceSolution.sql. In the script, find this line: SET @BackupDirectory =... Read More »

How To: Point JobTraQ to a new Database Server

Pointing JobTraQ to a new database location and copying another JobTraQ database onto that new database server is a complicated process, and it must be performed precisely as described in this document. There is no danger of data loss or corruption on the source server, but the destination server will not operate correctly unless the entire process is performed correctly. Also, the same version of JobTraQ BPM software must be installed on both the source server and the destination server. Otherwise, the destination server will not be able to read the database accurately. To make sure that the process works... Read More »

Creating a Basic BI Report in JobTraQ

The steps below will walk you through the basics of creating a BI report in JobTraQ reporting software. The end result will be a report shows a list of tasks that have reached the high alert level and who is assigned to them. Click on the Business Intelligence tab under the Report page and click on Add a New Report. You will be on the page where you design the report. Under the Data panel, you will select two check boxes. There are “Jobs” and “Job Contact Names” Click Next Step to go the Ordering panel. Here you will add the fields that you want to order the list... Read More »

How To: Import Special Characters in a CSV File

Importing a CSV File with special characters such as é, require that the file be saved in a UTF-8 format. The rest of this article describes how to import the files without losing the special characters.  After all the data has been entered into Excel, the workbook needs to be saved as a CSV file. To do this, switch to the File tab, and then click Save As. Alternatively, you can press F12 to open the same Save As dialog.  In the Save as type box, choose to save your Excel file as CSV (Comma delimited).  Choose the destination folder where you want to save your Excel file in... Read More »

How To Troubleshoot JobTraQ Software’s Scheduling Service

JobTraQ task manager software uses a scheduling service to run a number of backend services for JobTraQ. There are times when the scheduling service is not running or stops. The purpose of this article is to describe some of the side effects of when the service is not running and what to do when that happens. The JobTraQ Scheduling Service is a Windows service that is a loop that runs once per minute. The service loops through the JobTraQ® database on the server and checks it for scheduled. Here is a list of actions that the service runs: Sends nightly... Read More »

How To Clear the Cache in Internet Browsers on Mac

Chrome Click on the Chrome menu  on the browser toolbar Select Tools. Click Clear Browsing Data In the dialog that appears, select the checkboxes for the types of information that you want to remove. But be sure to include Empty the cache. Use the menu at the top to select the amount of data that you want to delete. Select beginning of time to delete everything. Click on Clear browsing data on the bottom. Your browser cache is now empty. Close JobTraQ and try again Firefox Click the menu button    and choose Options Select the Advanced panel Click on the... Read More »


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