The tutorials provided here use the “TRACE as
a project management tool” metaphor to provide
hands-on information on using TRACE. For additional information, see Getting Help for information on contacting TRACE support.
Choose a tutorial from the following list, or
select a category from the menu:
|
Note: Modern browsers
fully support the TRACE Video tutorials without requiring a plug-in. |
● TRACE from 30,000 ft.: Learn about the powerful tools that TRACE provides to
help manage every aspect of on-time project delivery.
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User Interface: Learn about the powerful
tools that TRACE provides to help manage every aspect of on-time project
delivery.
● Action Items: Learn to create and edit action items in a project.
●
Bugs: Learn to create and edit bugs in a project.
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Issues: Learn to create and edit issues in a project.
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Requirements: Learn how to create requirements in a project.
●
Tests: Learn about creating a test plan inside of TRACE. A
test plan is made up of Test Groups, Test Cases, and Test Steps. Then, learn
how to use Test Runs to mark steps as pass or fail.
Using TRACE
● Dashboard: Learn how to use Project Dashboard for a quick
compressive view over project status.
● Batch Update: Learn how to update a batch of forms at once.
● Filters and Quick Filters: Learn how to create and save filters and Quick Filters.
●
Reports: Learn how to create and run reports.
● Staff and Roles: Learn how to create and manage staff members and roles
on a project. Roles allow customized access control for forms in your project.
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Creating or Changing
a Form Type: Learn how to create a new form type, and how to add
fields to an existing form type.
● Importing a Form Type: Learn how to import a form type into the project
● Working with Pre-form customized notification: Learn how direct the email notification to intended
users.
● Using Project Recycle Bin: Learn how use the project Recycle Bin.
● Customizing Project Messages: Learn how customize Project Messages.