Getting to Know the Actionstep Recent Activity Log

Modified on Wed, 01 May 2024 at 02:56 PM

The Recent Activity panel on the Actionstep home page shows a history of what is happening in Actionstep in real-time.

There are three options you can use to filter the Activity Feed:

  • Mine shows only those activities that you have done recently in the system.
  • Related shows activities for actions (matters) that you are either assigned to or a participant of. In short, you can view what others are doing but still focus on only those actions that concern you. 
  • All shows all activity in Actionstep that you have permission to see.

TIP: Admins can hide some of these options using Menu Permissions, which you can access by going to Admin > Menu permissions (found on the right side of the Admin page). The menu name you want to edit is Actionstep_Main_Menu. The ability to edit permissions for this feature is are only available in our Practice Pro + Accounting plan.

The following actions are typically listed 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

NOTE:  This list of actions also depends on the user's permissions. If a user does not have permission to see a particular part of Actionstep, then updates happening in those areas will not be listed. For example, a user without Accounting permissions would not see that a Bank Reconciliation would have been started or a General Ledger transaction has been deleted, while a user who does not have permission to see trust information will not see when a trust transaction is posted.


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