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.
- Open the client in Practice Management.
- SelectAction,thenTracker Listfrom the menu bar.
- Select the Tracker that you want to edit, thenEdit.
- Use the checkboxes on theTaskstab if you need to change which Tasks have been completed.
- To edit individual Tasks, select the Task, thenEdit.
- SelectOK.