How can I track my Jobs and Tasks history?

In order to track changes done to jobs and tasks, look for the View History dialog.

The View History dialog is accessible from multiple places, for example:

When selecting a job, a task within a job, or a standalone task, the View History option is enabled, and clicking on it will open the View History dialog.

The top section of the dialog About the Work shows the Job/Task's basic information.

The Activity tab tracks changes made to assignees, statuses and dates of the selected job/task.

The Notes tab tracks any notes added to the selected job/task.



Article ID: 3399
Last updated: 05 Dec, 2024
Revision: 1
Practice Manager -> How can I track my Jobs and Tasks history?
https://kb.taxcalc.com/index.php?View=entry&EntryID=3399