Recent Activity

Created by Allison Cloyd, Modified on Tue, 24 Jan 2023 at 03:59 PM by Robert Butler

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

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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.

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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