JobTraQ X6.5.0 Release Announcement

Swift Software is excited to announce the release of JobTraQ version X6.5.0! JobTraQ X6.5.0 brings you several powerful new features, such as a calendar sync add-in for Outlook, custom contact lookup fields for storing multiple contacts, and workflow actions for sending HTTP messages to other systems. You will also enjoy significantly improved speeds for batch processing (up to 60% faster), and for users with a large volume of recurring tasks (searches up to 50% faster). 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 ( 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 In the script, find this line: SET @BackupDirectory =... Read More »

Core Maintenance Plan Tasks

This article provides the basic recommendations for the “core” database maintenance tasks that must be performed on JobTraQ SQL Server database. These suggestions can be modified and enhanced by researching well know SQL Server resources. One such source is the recommendations at You can read our follow-up article on how to implement the SQL Server Maintenance Solution created by Ola Hallengren. The recommendations in this document have been influenced by a number of resources but especially by the recommendations found at Back Up Databases It is necessary that any maintenance plan makes provision for the following two types... 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 »

Installation: JobTraQ Software Installation Instructions

Check the System Requirements and ensure the system is operating correctly. Close any running applications. Run JobTraQ Setup, and follow the prompts. If you want to install JobTraQ with a separate database server, you should run the setup program on the web server. Next, the configuration utility will appear. Click Ok to continue. Note: Throughout the configuration utility, you can click on the small “?” buttons for help on individual fields. Most of the fields on the Database Configuration screen can be left unchanged, unless you need a different setup. The exception is the Database Administrator Username and Database Administrator... Read More »

JobTraQ X6.4.0 Release Announcement

Swift Software is pleased to announce the release of JobTraQ version X6.4.0! This new release includes exciting new collaboration features including user pictures and activity streams. The calendar page can now display multiple people’s schedules at the same time. Users can create multiple contacts with the same name. And we streamlined the administration tools and added a custom label feature for fields in task types. 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 »

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