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How-To’s

Backup process and policy for CMW Tracker

To protect your data from hardware failure, viruses or accidental deletion is very important to make backups. CMW Tracker offers such an important feature and allows you to make backups every time you need. All the projects, users, tasks, progress on tasks, comments, and attached files will be saved. This procedure is different for cloud and on-pre... Read More


Changing the limitation on the maximum amount of items in a list

To raise the limit on the amount of items shown in lists to 10000: 1. Stop the CMW Tracker site and application pool in IIS. 2. Open the following file on the CMW Tracker server in a text editor: C:\Program Files (x86)\Comindware\Products\Site\compiled\compiled_u.js. 3. Find the following text string: cfg.maxItems=itemsCount... Read More


Changing workflow on the fly during your process execution

Sometimes the workflow in your company may need to be restructured; the industry standards and requirements can change, requests processing may vary. Anyway, in course of time you need to make some changes in your CMW Tracker system. The advantage of CMW Tracker is - you can really change your workflow “on the fly”.  Thanks to the Comindware Elasti... Read More


CMW Tracker installation: IIS or Windows Service

When installing CMW Tracker to your server, you can choose to run it as a Windows service, or as an IIS web-site. CMW Tracker Installer Windows service installation: use this option if you don’t have IIS installed on your PC. You will get the Comindware local web server, so all Comindware programs and components become available over the l... Read More


Comindware integration with Data Studio

Data studio is a google service that provides the ability to connect to any data source. Based on them, you can create interactive dashboards and beautiful reports, available both for individual users, teams, and for the whole world. Data Studio cannot connect directly to CMW Tracker because the product has a graph database instead of a relational ... Read More


Configuring Approval by E-mail

Approval process often includes a number of top-level employees (CEO, CFO, etc.) who may not be active users of the system. In this case, it would be convenient to send such users an e-mail, in which they could both view the details of the request (busines trip notice, invoice, etc.), and make their decision by clicking on a button, without having ... Read More


Configuring Azure AD authentication

Contents Registering and configuring an application in Microsoft Azure Active Directory Registering an application in Microsoft Azure Active Directory Configuring a registered application in Microsoft Azure Active Directory User accounts in Microsoft Azure Active Directory Configuring Microsoft Azure Active Directory authentication in CMW T... Read More


Configuring Okta authentication

Contents Registering and configuring an application in Okta Registering an application in Okta User accounts in Okta Configuring Okta authentication in CMW Tracker General settings Configuring user accounts to use Okta authentication in CMW Tracker   Before you start configuring it is essential to check that “Server Address” in Administ... Read More


Configuring subtasks initiated by a workflow

When configuring a workflow for an item in CMW Tracker, you can set it up to create subtasks for users at every step in the workflow as described here. You can configure those automatically created tasks to be assigned to certain people either simply based on the current step in the workflow or based on a more complex calculation (e.g. based on the... Read More


Creating "Reference" type fields with multiple values

This article describes how to properly cross-link items from different item groups using ""reference"" fields with multiple values. You may run into a situation in which you need to set up a two-way linking between items in two different item groups. Imagine you are tracking your employees, their passports and visas in three different item groups (... Read More


Creating and managing a multi-level subtasks hierarchy

Each task in CMW Tracker allows users to create an unlimited number of subtasks that can be assigned to other users. This helps you collaborate with your colleagues more efficiently and have a better picture of tasks dependencies. CMW Tracker allows users to create subtasks by clicking the ""Create"" link in the Subtasks tab of the task you are wor... Read More


Data retention policy for CMW Tracker

All Comindware products are licensed on a subscription basis and therefore you may run into a situation in which your subscription expires before you have a chance to extend it (e.g. when your trial expires before you switch to the paid subscription or if your commercial subscription fails because of an expired credit card it uses, etc.).  If you a... Read More


Downloading files via API

Files uploaded to CMW Tracker can be downloaded both in the interface and externally through the open API of the system. In order to be able to do that: 1. Generate an API token in the Administration area. 2. Write a C# script. Below is a piece of C# code that will download a file with ID 33854 (rev is an analogue of ID when working with attachment... Read More


Feature comparison of mobile apps and add-ins in CMW Tracker

Even though the server part of CMW Tracker needs to be installed to a server machine (in case of the cloud version we install it to our servers for you), product users can access it from a wide variety of both stationary and mobile devices. As a user of the main web-based interface (accessible via any modern web browser), you have access to all of ... Read More


Getting your team to start using CMW Tracker

Embracing change is often difficult, especially if we talk about changing other people's habits and environments. Getting your team to start using a centralized task management environment or changing the platform you use for that purpose may turn out to be a serious cultural and organizational challenge. This article will outline best practic... Read More


How to move CMW Tracker database to a new location

If you use CMW Tracker on your own server, you may need to move the product database to another location (for example, to a bigger hard drive). Follow the steps below to make sure your data is safe during the operation. 1. Stop the Comindware Products application pool (if CMW Tracker is installed as an IIS web site) or stop the Comindware Products ... Read More


How to set up Document Review process in CMW Tracker

Sooner or later you will face a situation when certain documents need to be reviewed by several people to ensure their accuracy and compliance with your business and legal requirements. This task can be troublesome and hard to control if you only have an e-mail box to manage the entire process. You cannot really control timing and resolution of eac... Read More


How to set up notifications in Outlook for incoming CMW Tracker messages

This article describes how to set up Outlook pop-up notifications when an Email from CMW Tracker is received. When you are working with complicated project it is very important not to miss any task you can receive during it. In this situation setting up Outlook notification may be very handy.  To do so in you Outlook top ribbon menu find the Rules ... Read More


How to track your meetings and meeting notes with the help of CMW Tracker

A good practice to track your meetings can become very easy to follow when you have CMW Tracker in place. This article describes the approach we suggest.  You’ll definitely need a separate place for keeping you meeting records and that’s what you should start from. A Task Application  will work just fine for this purpose. You can create... Read More


Managing parallel subtasks and subprocesses in CMW Tracker

When designing a workflow in CMW Tracker you will notice that you can design workflows of any complexity but there is always just one process step that can be active at a time. In other words, you can create branched processes but users will always have to choose one single step to move the current process to. This is in line with the current produ... Read More



Parallel tasks in CMW Tracker

CMW Tracker can be configured to create multiple tasks for each item step. Note that there is still one primary task linked directly to the corresponding item. Other tasks created in parallel will be subtasks to this primary task and will not be visible in the item. For example here is a hiring workflow task currently at the ""interviewing"" step... Read More


Permanent task URL

Each task in CMW Tracker has its own address (URL). It is very convenient in situations when you need to quickly share links to your tasks with your colleague (for example via Skype or e-mail). That's how you do that. Simply click on the task twice to open its full view (without the list panel) and copy the URL in the address bar of your brows... Read More


Reassigning licenses between users

Every company has situations when some employees are leaving the company or changing their positions and have to do another work. If it happens in your team, you may need to reassign their licenses to other users hired as a replacement. There is nothing complicated about it. There are two different ways how you can achieve it in CMW Tracker: 1. The... Read More


Reference fields display options

When working with your requests in CMW Tracker, you may need to make links between related entries. For example, connect a purchase order to a lead or link a support ticket with the related software bug. You can easily do that with the help of “Reference” fields.  You can learn about reference fields and other field types in this article. Though, c... Read More


Security for invited participants

Usually there is a group of users who work on a process within a task or workflow task App. This group of users is often determined on a system planning stage - workflow owners actually specify who gets tasks at which step in the process and this assignment occurs automatically as workflows tasks advance through the process. However, situations may... Read More


Setting up task queues in CMW Tracker

Queues are often needed to serve as a starting point in a process, or rather as ""buckets"" new requests go to as soon as they come in. You may need to set up a queue to ""own"" your new requests before someone from your team picks them up from that queue. Here is how you can set up a queue in CMW Tracker:   Method №1 Most often, a queue is simply ... Read More


Skipping weekends when calculating due dates

CMW Tracker allows to set up due dates for tasks. It can either be a specific deadline filled in by some user on the form or a calculated one, when, for example, the task duration is added to the the current date and time. The standard ADD function, however, does not skip weekends, it simply adds a date and a duration. If you need to calculate a du... Read More


System requirements for CMW Tracker

If you want to use CMW Tracker in the cloud, all you need is just the latest released version of one of the supported browsers listed below. Your web browser also must support JavaScript and cookies. The minimum resolution of your screen should be at least 1024 X 768 pixels.  • Internet Explorer  10.0, 11.0 • Microsoft Edge • Mozilla Firefox • Goo... Read More


Task parameters in CMW Tracker

If you need to export information about a task or pass information from a task in a custom notification, set the corresponding calculated attributes in the associated application. To access the data of the current task, use $currentSubtask->field, where "field" is the task attribute’s system name. Below is a list of the main task attribute... Read More


Tasks due date approach reminders

For the successful work process it’s very important that all team members complete their tasks in time. With CMW Tracker you can be sure that nothing is lost or forgotten since it collects all your active tasks in your personal list “My Active Tasks”. Even if you are away from your account, the system will email you automated reminders to hel... Read More


Understanding and changing context in CMW Tracker

The concept of context is used in CMW Tracker to set up business logic and computation. First of all, any information system has a database, and to get some data from it, you need to write a query to the database. Context is the starting point for a database query. Context boundaries are the applications, tasks, triggers, etc., in which the query i... Read More


Understanding CMW Tracker

No doubt you’d like to get started right away, assigning tasks and combining tasks into a sequence. Understanding the following concepts will make that process go smoothly.If you find yourself hunting through emails for status updates and consistently wondering how to achieve your team’s goals more effectively, then it might be worthwhi... Read More


Using custom email notifications

Often, at certain stages of your work processes, you may need to send emails to your employees, managers or even external users with some actual information on the workflow tasks they are participating in. For example, you may want to instruct your employees on the details of his/her next task, give them additional information regarding the request... Read More


Using gmail as an outgoing server for Email Notifications in CMW Tracker

The following settings should be used if you need to use Gmail as an outgoing server for email notifications: Configure SMTP Note that you should specify an existing Gmail account that will be used as a sender for all the notifications. If Gmail detects some excessive outgoing activity it may block your account  for being potentially dangerous. ... Read More



Where can I get the latest CMW Tracker build?

If you have the on-premise version of CMW Tracker, you may need to download the latest product build, for example to update the software on your server. If you use CMW Tracker in the cloud, all updates are installed for you automatically as part of the cloud server maintenance. You can get the latest CMW Tracker build directly from your user accoun... Read More