The Activity tab provides a detailed log of actions that occur within a project. It allows teams to track updates, monitor user activity, and understand changes made to project tasks, modules, and settings over time.

This view is helpful for auditing activity, troubleshooting issues, and reviewing communication or automation events related to the project.

Viewing the Activity Log

To access the activity log:

1. Open a project.

2. Click the Activity tab in the project navigation.

The Activity tab displays a chronological timeline of actions that have occurred within the project.

Each entry shows:

• Date and time of the activity

• User who performed the action

• Object affected (Project, Module, Task, Subtask, or Email)

• Action performed

Examples of activity include:

• A task being completed

• A task being reassigned

• A project data field being updated

• A comment being added

• An email being sent

• A task being created or removed

This provides a full history of activity within the project.

Filtering Activity

At the top of the Activity tab, you can filter the activity log to quickly locate specific events.

Available filters include:

User

Filter activity by the specific user who performed the action.

User Type

Filter activity based on who performed the action:

• Internal – actions taken by internal team members

• Customer – actions taken by customers in the portal

Object Type

Filter activity by the type of item affected:

• Project

• Module

• Task

• Subtask

• Email

Action

Filter by the type of action performed.

Available actions include:

• Added

• Answered

• Commented

• Completed

• Created

• Nudged

• Reassigned

• Removed

• Sent

• Updated

These filters can be combined to narrow results and quickly locate specific activity.

Searching Activity

Use the Search activity bar to locate specific entries in the activity log.

This is useful when trying to quickly find updates related to a specific task, module, or user.

Viewing Email Activity

The Activity tab also records emails sent from the project.

For example, you may see entries such as:

Email sent – Project Invitation

Click View email details to open the Email Viewer, which appears in a slide-out panel on the right side of the screen.

This allows you to confirm:

• When the email was sent

• Who received it

• The contents of the message

Opening Items from the Activity Log

You can quickly open project items directly from the Activity log.

Clicking the name of a module, task, or subtask will open it in a slide-out panel on the right side of the screen, allowing you to view details without leaving the Activity tab.

From here you can:

• Review task details

• Check subtask responses

• View comments or activity

• Make updates if needed

This makes it easy to investigate recent changes while keeping the activity history visible.

Filtering by Date

In the top-right corner of the Activity tab, you can adjust the date range to display activity within a specific timeframe.

If no activity appears, expanding the date range may reveal additional events.

This is helpful when reviewing:

• Recent project activity

• Changes during a specific period

• Historical updates to a project

When to Use the Activity Tab

The Activity tab is particularly useful for:

• Auditing project changes

• Understanding who made updates

• Reviewing task progress history

• Troubleshooting automation or workflow actions

• Confirming emails or notifications were sent

It provides a transparent record of everything that happens within a project.