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 |
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 |