In the previous articles, we covered the best practice around Tracks and how to add Tracks. In this video we’ll briefly address editing Tracks and other tracking progress.
When you click on an in-progress Track, a large dialog comes up – what it shows you on the right hand side is;
- A summary of the number of reminders that have been completed when the Track started.
- When it’s expected to finish and the number of reminders still pending.
You can look through all the reminders that have been completed. You can click and see the change in the progress bar. You can also complete items from this section as well. If you’re going away or you think that you’re following someone up too much – you can reschedule the Track so that you can put it back by a couple of weeks – and that will push all of the tasks back by the relevant period.
Let's say you’re rescheduling a Track from the 19th September, which is the next due date, to the 25th Oct, for example.
When you click ‘done,’ you‘ll see that all of the tasks are pushed back by the relative period that the Track has created. Typically in a Track, you’ll have a task that's due within a day of the start date or within a week of a start date, and Rex will dynamically update those if you reschedule.
You can also reassign all the tasks in a Track. You can reassign to another user in the system. You can also terminate a Track and cancel it – so it'll remove all of these tasks but will keep a record in the bottom of the reminder section of all of the tasks that have been completed.
