Getting to Know the Actionstep Recent Activity Log

Modified on Wed, 1 May, 2024 at 2:56 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.

Getting to Know the Actionstep Recent Activity Log

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