How do I assign Tracks to my Clients, Brokers, Transactions or Accounts?

← Tracks

Once the Track is created go to the Task tab of any of the entities mentioned above (Clients, Brks, Trx, Accs). Choose which Track you want to paste into that entity and click in Add Track.

You may then have an overall view of those Tasks in the Tracks tab in the main menu.

For more information please contact us at support@lynkos.com

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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