The Activity Log helps Admins efficiently track all changes made to tasks.
Whenever a task is created, updated, or deleted, the change is automatically recorded, ensuring transparency and accountability across your team. This makes it easier for Admins to monitor task progress and understand what’s been modified.
Admins can access the Activity Log in two places:
Practice Settings
Click on the task to expand it > Activity
Accessing the task activity log
From Practice Settings (Admins only)
Navigate to Practice Settings > Activity Log (Quick link)
Filter for Date, User, Client, and Event as needed
If no results appear when viewing a task activity log, try adjusting the date range using the "Date" filter.
From the close (Admins & Managers)
Click on the task to view its details
Select Activity at the top right
Filter for Date, User, Client, and Event as needed
