The activity tab provides a detailed history of all activity on a particular item, this can be handy when multiple users are interact with the same item. There are 3 key functions to the activity tab:
Log activity,
Comments and attachments,
Collaboration via @mentions.
Activity tabs are available across Projects, Estimates, Invoices and Purchase Orders offering consistent functionality for tracking and managing updates.
Depending on users preferences, these notification can be delivered by a pop-up, email or alerted in Messages.
1. Log activity
Log activity details the history of actions, including username, date and time stamps. These will show when an item has been created or changing status.
This data cannot be deleted, making it a reliable tool to track and monitor changes.
2. Comments and attachments
The comment input box allows you to include any commentary for anyone with view access to see. You can easily attach files from a local computer, Dropbox, Google Drive, OneDrive/Sharepoint. Files size are limited to 10Mb.
Once a comments has been shared, you can highlighting any notable comments.
Comments can be edited or deleted by its author.
3. Collaboration
@mention teams, or specific team members for real-time notifications, enabling quick and easy conversations to be linked to the estimate, or invoice. Reply with written notes, or use the emojis to acknowledge in a single click.