Recent Activity

Modified on Mon, 17 Jul 2023 at 10:32 PM

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

NOTE:  This will also depend on the user's permissions. If a user does not have permission to see a particular part of Actionstep then updates concerning those will not appear either. 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, and a user who does not have permission to see trust information will not see when a trust transaction is posted.


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