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đź“ť Activity Log

The Activity Log provides a clear, chronological history of what’s happening across your projects, proposals, invoices, and other records. It helps you quickly understand what changed, when it changed, and where it happened — all in one place.

What Is the Activity Log?​

The Activity Log is an automatically generated timeline of actions taken in the system. It records important events such as:

  • Status changes
  • Record updates
  • New items being created
  • Pricing or quantity changes
  • Key workflow actions

Each entry is time-stamped and grouped by day, making it easy to follow activity over time.

Where You’ll See It​

The Activity Log typically appears as a widget on dashboards or record detail pages.

It automatically scopes itself based on what you’re viewing. For example:

  • On a project page, you’ll see activity related to that project
  • On a proposal page, you’ll see proposal and line-item activity
  • On a dashboard, it may show recent activity across multiple records

No setup is required — it adjusts automatically.

Reading the Activity Timeline​

Each activity entry includes:

  • Time – When the action occurred
  • Title – A short description of what happened
  • Details – Additional context such as fields changed, totals, or values updated
  • Category Tag – A small label indicating the type of record involved (proposal, invoice, service, etc.)

Entries are displayed with the most recent activity at the top.

Grouped by Day​

Activity entries are grouped by date to make scanning easier.

As you scroll:

  • Newer activity appears first
  • Older activity appears further down
  • Date headers remain visible to help maintain context

Filtering by Month​

You can filter the Activity Log by month using the dropdown at the top of the widget.

To filter activity:​

  1. Open the month selector
  2. Choose a specific month or select All
  3. The activity list updates instantly

This is useful for reviewing historical changes, monthly activity, or billing-related updates.

Context Awareness​

The Activity Log only shows relevant information:

  • If no record is selected, it will prompt you to select one
  • If no activity exists for the selected period, it will clearly say so
  • Related activity (such as a proposal and its services) is combined into a single timeline when applicable

Real-Time Updates​

The Activity Log updates automatically as changes are made elsewhere in the application. There is no need to refresh the page.

This makes it useful for:

  • Tracking recent changes
  • Reviewing collaboration activity
  • Verifying updates before sending items to clients

Removing the Activity Log Widget​

If the Activity Log is displayed as a widget and you no longer want it on your dashboard:

  1. Open the widget menu (gear icon)
  2. Select Remove Widget

This only removes the widget from your view. No data is deleted.

Tips for Best Use​

  • Review the Activity Log before sending proposals or invoices
  • Use month filtering to audit historical changes
  • Scan the timeline to understand changes without opening each record
  • Keep it visible on dashboards for situational awareness

Things to Know​

  • The Activity Log is read-only
  • Entries are generated automatically by the system
  • Visibility depends on your access permissions
  • Activity is ordered by when it occurred, not when it was viewed

Summary​

The Activity Log acts as the system’s memory. It quietly tracks important actions and presents them in a clean, readable timeline so you always know what happened, when it happened, and why it matters.