Engagement Tracker in Accounts - with QuickVid

1. On the Engagement Setup section of the Wizard a section called Key Deliverables is available.

2. Click on the + button to expand this section.

3. Deadlines can be set to compare against expected completion for sections. Once the dates have been entered here, save the Wizard.

4. These dates should now synchronise with the instance on the Cloud and be displayed in the Accounts Production Tracker dashboard.

For information on how to access this dashboard, click here.

For more information about what the four different icons for items represent, click here.

To see which files have been assigned to the user, click on the icon in the top left can be used. 

If the completed items are not required to be displayed, the following button can be used to toggle this icon.

Finally, for more information on Trackers, users can click the following button within the Tracker screen: 'What are Trackers?'  

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