How to add and remove Tickmarks

Tickmarks can be added to any Lead Schedule within MyWorkpapers.

Contents

• How to add a Tickmark
• How to remove a Tickmark

To add a Tickmark

1. Open up your Lead Schedule;

2. Identify the account row that you want to add the Tickmark to and hover over it, noting it will appear grey;
   

3. Click within the Tickmark column to bring up the list of Tickmarks;

4. Then select the Tickmark icon or name to add it to the Lead Schedule, noting that you can select multiple Tickmarks at once;

5. To close the Tickmark menu, just select click off the menu on any part of the page.

To remove a Tickmark

1. Open up the Tickmarks menu by clicking within the Tickmarks column;

2. Select the Tickmark to remove it;

3. You will now see that the background colour of the Tickmark has returned to white and it has been removed from the Lead Schedule.