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Project Management

Set up tracking descriptions

Tracking descriptions indicate the status of projects, tasks, and to-do items.
Tracking descriptions indicate the status of your firm's projects and tasks, if your firm is licensed for the Project Management module, and to-do items, if your firm is licensed for the Staff Management module. Descriptions such as
Not Started
,
In Process
, and
Completed
 help you follow the transfer of projects, tasks, and to-do items through your office. You can create an unlimited number of tracking descriptions.
note
The
Tracking Descriptions
 menu command is available only if you are licensed for the Project Management module and/or Staff Management module and have security permission to access tracking descriptions.
  1. Open the
    Tracking Descriptions
     screen.
    From the
    Setup
     menu, choose
    Tracking Descriptions
    .
  2. Select
    Add
    .
  3. Enter a tracking description.
    Type a description that is from 1 to 30 alphanumeric characters long.
    note
    The tracking descriptions
    Cancelled
    ,
    Completed
    ,
    Not Started
    , and
    Started
     are required by the application and can't be changed or deleted.
  4. Select
    Enter
     to save the tracking description.
The tracking description is saved and becomes available in the
Tracking
 dropdown list when you create or update projects, tasks, or to-do items.

This article applies to:

  • Product: Practice CS