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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