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 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. |