You can access the Activity Feed via the ‘thunderbolt’ icon located in the top right corner of the app screen.
Figure: Click the ‘Thunderbolt’ Icon to Access the Activity Feed
Administrators of an account will be able to see all activity, including that of team members. Team members and external contacts will only be able to see their own activity in the feed as well as the activity based on their assigned roles.
Below is the list of actions displayed in the Activity Feed grouped by module:
Project & Tasks
The following actions will be seen by all users with the project collaborator role. Users can click on the link in the Activity Feed to open the task.
New User Added To Project
Assign Task to User
Task Deleted
Task Response/Comment Added by
New Task Created
Update Task (changing status, adding an attachment, add/change deadline, etc)
Invoices & Estimates
Only Admins and Finance Managers will be able to view all invoices and estimate related actions. External users with the Customer Finance role will only be able to see updates related to their company.
Invoices
Invoice Created From a Recurring Invoice
Invoice Created
Invoice Deleted
Invoice Emailed
Invoice Marked as Sent
Invoice Reminder Sent
Invoice Updated
Estimates
Estimate Accepted
Estimate Converted
Estimate Created
Estimate Marked as Accepted
Estimate Marked as Rejected
Estimate Marked as Sent
Estimate Rejected
Estimate Reminder Sent
Estimate Sent
Estimate Updated
Payments & Credit Notes
Admins and Finance Managers can view actions related to new and existing credit notes and payments.
Payment Created
Payment Deleted
Payment Updated
Credit Note Created
Credit Note Deleted
Credit Note Updated
Users can use the Activity Feed to quickly open Tasks, Projects, and User Profiles as needed.