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Quick Setup: Create a Work Environment

Step 1: Add Users and User Groups

First, you need to add users who will work with CMW Tracker. You can add users from Active Directory or manually and assign a product license to them. This type of operation is performed by Comindware administrators. If you are a Comindware architect, please ask the Comindware administrator to perform this operation. Adding users from Active Direct... Read More

Step 2: Pre-Designed Business Application or Custom Business Application

CMW Tracker offers ready pre-designed business applications for various business areas. You can also create your own custom flexible business applications. Deploying a pre-designed business application Each pre-designed business application includes preconfigured workflows, task and doc forms. Comindware provides ready business applications for: I... Read More

Step 3: Create a Workspace

First, you need to create a workspace. A workspace provides a group of people (department, project, remote office, or simply several people) with a set of applications to manage tasks, docs, and workflows. 1. Click «Create Workspace» in the left part of the window. 2. Specify the workspace name, description and click «Save». 3. You will proceed to ... Read More

Step 4: Create an Application

Applications allow to create, keep, and organize tasks or docs of the same type. There are three types of applications in CMW Tracker: applications to create and store workflow items, or «Workflow Apps». A workflow item is something which requires attention of several people in turn in your department, for example, a customer claim, a tracking iss... Read More

Step 5: Configure Application: Set Up Fields

Fields retain all the information you want to see in your tasks or docs. You can customize Comindware default fields by adding extra or removing unnecessary fields. A field may be visible or invisible in the task or doc or may be used to perform calculations for another visible field. 1. Go to the application's settings, click «Fields». 2. Cli... Read More

Step 6: Configure Application: Set Up the Web Form

After all the necessary fields are created, you can set the look of how they will be displayed, i.e. customize a form layout. You can customize the default web form by adding or removing web form elements. 1. Go to the application's settings, click «Form». 2. Drag and drop existing fields from the left part of the window into the middle part o... Read More

Step 7: Configure Application: Create a Workflow

After the fields and a web form are created, you should configure how your workflow tasks will be processed, i.e. configure a workflow. A workflow is a sequence of steps that should be performed to get your work done. 1. Go to the workflow application's settings, click «Workflow Scheme». 2. Modify the workflow diagram: drag statuses from the l... Read More

Optional Step 1: Add Company Logo

You can customize CMW Tracker with your company logo and favicon in the address bar of a web browser. 1. Go to «Administration» > «Custom Logo». 2. Select the «Enable» check box, upload pictures of 150x35 pixels and 24x24 pixels in size and a favicon.ico file. This type of operation is performed by Comindware administrators. See also: About Cust... Read More

Optional Step 2: Configure E-mail Notifications

You can configure CMW Tracker to send e-mail notifications to Comindware users when a particular event occurs with a task or document, or to send scheduled e-mail reports. To enable this feature you should connect CMW Tracker to a corporate e-mail server. 1. Go to «Administration» > «Email Channels». 2. Click «New Email Channel», choose either M... Read More