Edit the tracker inputs and colleagues

Job tracker firms

The job tracker appears only for firms that run it. In the sidebar it carries your firm’s own name, such as Larkin’s workflow.

Settings holds the tracker’s own settings page, named after your firm’s tracker, such as Larkin’s workflow.

The tracker's Inputs.

Inputs

Inputs holds the lists every dropdown in the tracker offers, in order: managers, accountants, statuses, partners, business units, job types, financial years, programs and more.

• Click a cell to change it.
• Clear a cell to delete that row.
• Type under a list to add to it.

Colleagues

The Manager, Accountant and Partner lists are your firm’s colleagues. Give a colleague a short name, a partner code, a charge-out rate and a job completion rate in Settings > Colleagues; someone the lists name who does not sign in is an inactive person there.