RealAdvice

WarpCore

WorkFlow PM

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Go back to the tracker from an engagement

How-to

Go back to the tracker from an engagement

Return from an engagement you opened on the Tracker to the same view, with the same engagements open.

What you need to know

When you open an engagement from the Tracker, its Overview and its Workflow page offer Back to the tracker in the strip with its name. It takes you back to the same view, with Show finished engagements, the count you filtered by and the engagements you opened as you left them.

Before you start

  • The button shows only when you opened the engagement from the Tracker, in this browser tab.
  • Opened from anywhere else, for example from Records › Engagements, the engagement does not offer it.

What to do

  1. On the Tracker, open the engagement: its name opens its Overview, and Workflow or a milestone's Open its Workflow page.
  2. Move between its Overview and its Workflow page as you need. The way back stays.
  3. Select Back to the tracker in the strip with the engagement's name.

Confirm it worked

  • The Tracker shows the view you left, with the same engagements open.

If it did not work

  • There is no Back to the tracker: the engagement was not opened from the Tracker in this tab, or you went to another page in between, such as a property. Open the Tracker from the left menu instead. A link to a view of the Tracker that you saved opens that view too.
  • The button is not on the engagement's other pages, such as its notes: go to its Overview or its Workflow page.

Good to know

Every part of the screen: Tracker.