iManage Tracker (Preview)

iManage Tracker connector enables users to automate their tasks and task management processes within the iManage platform while they keep all their files secure in the iManage Work environment.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name iManage LLC
URL https://docs.imanage.com
Email [email protected]
Connector Metadata
Publisher iManage LLC
Website https://imanage.com
Privacy policy https://imanage.com/about/privacy-notice/
Categories Content and Files;Productivity

iManage Tracker

iManage is the industry-leading provider of document and email management solutions for knowledge workers. iManage Tracker is the only task-management solution fully integrated with iManage’s Work 10 platform. The iManage Tracker connector enables users to automate their tasks and task management processes within the iManage platform while they keep all their files secure in the iManage Work environment.

Prerequisites

The connector is available for all iManage Work customers connecting to cloudimanage.com. First, the Power Automate application will need to be enabled by an administrator of your iManage Work environment. Once enabled, you will need the specific URL for your environment and a login account and password under which the connector can execute actions. For more information, see the FAQ.

How to get credentials

If you are an existing iManage Work user, provide your iManage Work credentials to login. Otherwise, contact your System Administrator for assistance.

Get started with iManage Tracker connector

Perform the following steps to get started with the iManage Work connector:

  • Create an Instant cloud flow and select + New step.
  • Search for iManage Tracker to see all the available iManage Tracker actions.
  • Select the desired iManage Tracker action.
  • If you are not already signed in to iManage Work, you are prompted for signing in.
    • Select Sign in.
    • Enter the URL you use to connect to iManage Work, for example cloudimanage.com.
    • Enter your iManage Work User ID.
    • Enter the password for the chosen account and select Login. From this point on, all flows that use iManage Tracker actions connect using these user credentials. A different iManage user account can be used by adding a new connection under My Connections and switching to it.

Known issues and limitations

For a list of known issues and limitations, visit https://docs.imanage.com/power-automate/index.html.

Common errors and remedies

For a list of common errors and remedies, visit https://docs.imanage.com/power-automate/index.html.

FAQ

For a list of Frequently Asked Questions, visit https://docs.imanage.com/power-automate/index.html.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Add a custom field

Adds a custom field to an existing tracker. You must be the owner of the tracker or have full access to it. A field by the same name must not already exist for the tracker.

Add a task

Adds a task or a sub-task to a tracker. A sub-task can be added by specifying the 'Parent Task ID'.

Clear a task field

Clears a previously set field in an existing task.

Create a tracker

Creates a new tracker for the specified workspace.

Get statuses for a tracker

Gets statuses associated with a tracker.

Get trackers for workspace

Gets a list of trackers associated with a workspace.

Update a task field

Updates a field in an existing task.

Add a custom field

Adds a custom field to an existing tracker. You must be the owner of the tracker or have full access to it. A field by the same name must not already exist for the tracker.

Parameters

Name Key Required Type Description
body
body True dynamic

Returns

Name Path Type Description
Field ID
data.field_id string

Indicates the ID of the custom field.

Add a task

Adds a task or a sub-task to a tracker. A sub-task can be added by specifying the 'Parent Task ID'.

Parameters

Name Key Required Type Description
Workspace ID
context_work_id True string

Specifies the ID of the workspace. For example, 'ACTIVE_US!427'.

Tracker ID
context_id True string

Specifies the ID of the tracker. Select 'Default Tracker' to add the task to the first tracker of the workspace.

Task Name
title True string

Specifies the name for the task.

Assignee Type
ty True string

Specifies the type of the assignee.

Assignee ID
work_id True string

Specifies the ID of the user or group to assign the task.

Due Date
due_date string

Specifies the due date for the task (in ISO 8601 format).

Due Date Time Zone
due_time_zone string

Specifies the time zone for the due date.

Linked Object Type
w_wstype True string

Specifies the type of the object to link to the task.

Linked Object ID
w_id True string

Specifies the ID of a document or folder to link to the task. An example of a document ID is 'ACTIVE_US!453.1'. An example of a folder ID is 'ACTIVE_US!123'.

Status
task_status string

Specifies the status for the task.

Notes
notes string

Specifies notes for the task.

Parent Task ID
parent_id string

Specifies the ID of the parent task if you want to add this as a sub-task.

Returns

Name Path Type Description
data
data TaskProfile

Indicates the profile of the task.

Clear a task field

Clears a previously set field in an existing task.

Parameters

Name Key Required Type Description
Workspace ID
context_work_id True string

Specifies the ID of the workspace. For example, 'ACTIVE_US!427'.

Task ID
task_id True string

Specifies the ID of the task to update.

Field ID Or Name
field_id True string

Specifies the ID or name of the field to update.

Returns

Name Path Type Description
data
data TaskProfile

Indicates the profile of the task.

Create a tracker

Creates a new tracker for the specified workspace.

Parameters

Name Key Required Type Description
Workspace ID
context_work_id True string

Specifies the ID of the workspace. For example, 'ACTIVE_US!427'.

Tracker Name
name True string

Specifies the name for the tracker.

Tracker Owner
tracker_owner string

Specifies the user ID of the tracker owner.

Returns

Name Path Type Description
data
data TrackerProfile

Get statuses for a tracker

Gets statuses associated with a tracker.

Parameters

Name Key Required Type Description
Workspace ID
workspaceId True string

Specifies the ID of the workspace. For example, 'ACTIVE_US!427'.

Tracker ID
trackerId True string

Specifies the ID of the tracker.

Returns

Name Path Type Description
data
data array of TrackerTaskStatus

Get trackers for workspace

Gets a list of trackers associated with a workspace.

Parameters

Name Key Required Type Description
Workspace ID
workspaceId True string

Specifies the ID of the workspace. For example, 'ACTIVE_US!427'.

Update a task field

Updates a field in an existing task.

Parameters

Name Key Required Type Description
body
body True dynamic

Returns

Name Path Type Description
data
data TaskProfile

Indicates the profile of the task.

Definitions

TaskProfile

Indicates the profile of the task.

Name Path Type Description
Task ID
_id string

Indicates the ID of the task.

Workspace ID
context_work_id string

Indicates the ID of the workspace. For example, 'ACTIVE_US!427'.

Tracker ID
context_id string

Indicates the ID of the tracker.

Task Name
title string

Indicates the name of the task.

assignee
assignee AssigneeInResponse
Due Date
due_date string

Indicates the due date of the task (in ISO 8601 format).

Due Date Time Zone
due_time_zone string

Indicates the time zone of the due date.

work_object
work_object WorkObjectInResponse
task_status
task_status TaskStatusInResponse
Notes
notes string

Indicates notes of the task.

Parent ID
parent_id string

Indicates the parent ID of the task.

Parent Type
parent_type string

Indicates the parent type of the task. Possible values are 'tracker', 'task'.

Assigned At
assigned_at string

Indicates the date and time (in ISO 8601 format) the task was assigned.

Task Creation Date
created_at string

Indicates the date and time (in ISO 8601 format) the task was created.

Last Updated Date
last_updated_at string

Indicates the date and time (in ISO 8601 format) the task was last updated.

Task URL
task_url string

Indicates the sharable link of the task.

TrackerTaskStatus

Name Path Type Description
Value
value string

Indicates the value of the status.

Code
state_code integer

Indicates the state code of the status.

TaskStatusInResponse

Name Path Type Description
Status
value string

Indicates the status of the task.

AssigneeInResponse

Name Path Type Description
Assignee Name
name string

Indicates the name of the user assigned to the task. Only applicable when the assignee is a user.

Assignee ID
work_id string

Indicates the ID of the user or group assigned to the task.

Assignee Type
ty string

Indicates the type of the assignee. Possible values are 'user' or 'group'.

WorkObjectInResponse

Name Path Type Description
Linked Object Type
w_wstype string

Indicates the type of the object linked to the task. Possible values are 'document' or 'folder'.

Linked Object ID
w_id string

Indicates the ID of the document or folder linked to the task.

TrackerProfile

Name Path Type Description
Tracker ID
_id string

Indicates the ID of the tracker.

Workspace ID
context_work_id string

Indicates the ID of the workspace. For example, 'ACTIVE_US!427'.

Creation Date
created_at string

Indicates the date and time (in ISO 8601 format) the tracker was created.

Last Updated Date
last_updated_at string

Indicates the date and time (in ISO 8601 format) the tracker was last updated.

Tracker Name
name string

Indicates the name of the tracker.

Tracker Owner ID
tracker_owner_work_id string

Indicates the ID of the tracker owner.

Tracker Owner Name
tracker_owner_name string

Indicates the name of the tracker owner.