The recent activity feed shows you what is happening in Actionstep in real time.
There are three options which you can filter the Activity Feed by.
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 to actions that concern you.
All will show all activity in the database that you have permission to see.
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If you are an Administrator you can choose to hide some of these options using Menu Permissions under the Actionstep_Main_Menu option. |
We are constantly adding items to the feed, and currently it will show the following (depending on your permissions):
- 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
- Filenote created
- Filenote 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
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| Info |
See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360050955774-Recent-Activity |