Can I create specific Tasks to a Track after it has been created?

← Tracks

Yes, in order to do this go to the Task tab in the Client, Broker, Transaction or Account you want to add a specific task to. Click in Add Task, complete the fields and press Save. Done!

The task added will appear in the Tracks tab in the main menu with the rest of the Tasks.

Tracks

  1. Can I create specific Tasks to a Track after it has been created?
  2. How do I assign Tracks to my Clients, Brokers, Transactions or Accounts?
  3. How do I configure my Tracks?
  4. What are Tracks?
  5. Where can I see all the Tasks for my team? And what about my own tasks?

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