How to Use the Activity Log
The Activity Log tracks every action taken in your workspace — creating, updating, deleting, and sharing records. It serves as a comprehensive audit trail for your team.
Accessing the Activity Log
Navigate to Activity Log in the sidebar. The page shows a chronological feed of all workspace activity.
What's Tracked
- Created — New clients, invoices, tasks, projects, etc.
- Updated — Status changes, edits, and modifications.
- Deleted — Removed records.
- Sent — Invoices, proposals, and contracts shared with clients.
- Login/Auth — User login and authentication events.
Each Entry Shows
- Who performed the action (user).
- What type of record was affected.
- What action was taken.
- When it happened (timestamp).
- Additional details about the change.
Filtering the Log
Use filters to narrow down the activity feed:
- Filter by user to see a specific team member's actions.
- Filter by resource type to see all invoice or task activity.
- Filter by date range to review a specific period.
💡 Tip:
The Activity Log is also shown on the Dashboard as "Recent Activity" — providing a quick overview of what's happening in your workspace.