Practice Management Support

Edit a Tracker for a client in Practice Management

You might need to review, update and add Tasks to your Trackers to make sure that you respond to your client's changing needs and to developments in tax law and practice.
  • An Administrator account or a role that has permission to work with Tracker Templates.
  • A Tracker Template assigned to the client.
  1. Open the client in Practice Management.
  2. Select
    Action,
     then
    Tracker List
     from the menu bar.
  3. Select the Tracker that you want to edit, then
    Edit
    .
  4. Use the checkboxes on the
    Tasks
     tab if you need to change which Tasks have been completed.
  5. To edit individual Tasks, select the Task, then
    Edit
    .
  6. Select
    OK
    .

This article applies to:

  • PRODUCT: Digita Practice Management