Recent Activity

The Recent Activity Feed displays on the homepage of your Actionstep interface. It shows you what is happening in Actionstep in real-time.

Filtering the Recent Activity Feed

There are three options by which you can filter the Activity Feed:

• "Mine" will show all activities that you have done recently in the system.
• "Related" will show activities for actions (matters) that you are either assigned to or a participant of. The idea is that this will let you see what others are doing but should be more focused on actions that concern you. 
• "All" will show all activity in the database that you have permission to see.

TIP: If you are an Administrator you can choose to hide some of these options using Menu Permissions  under the Actionstep_Main_Menu option. Editing permissions for this feature are are only available in our Practice Pro + Accounting plan.

Included in the Recent Activity Feed

• Action assigned changed
• Action created
• Action opened
• Document created
• Document folder created
• Document generated
• Document modified
• Action status changed
• Action step changed
• Task created
• Action modified
• Bank account reconciled
• Bank reconciliation started
• Email received
• Email Sent
• File note created
• File note updated
• GL Transaction deleted
• Participant created
• User logged in
• Purchase invoice payment created
• Purchase invoice payment deleted
• Purchase invoice posted
• Sales invoice payment created
• Sales invoice payment deleted
• Sales invoice posted
• Task deleted
• Trust transaction posted
• Trust receipt created

• Matter Overview Panel Explanations
• Home Screen Overview