Admin, roles and permissions
How to use activity history
Filter the activity history by user and period to see who changed what, whenever internal control or a customer answer calls for it.
Step by step
- Find the history
Open the activity history on the task, project, customer or module.
- Filter by user
Find actions from a specific employee.
- Filter by period
Choose the relevant date or period.
- Review changes
See status changes, updates and key actions.
- Use it for follow-up
Use the history for internal control, audit dialogue or customer responses.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.