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Module 8 of 12 · Client work and the client portal · Lesson 16 of 18

See who did what on a project

Read the project's activity log and filter it by kind of action or by person.

2 minBeginnerFor: Agency owner or manager, Team memberLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

Activity is the project's history: articles generated, audits run, members invited, settings changed. Use it to answer "who changed this, and when?".

By the end you can

  • Open the activity log
  • Filter by type and by member

Screens used

  • Project, Ops hub, Activity

Steps

  1. 1

    Open Activity

    On: Project, Activity

    Open the project, then open the Ops hub and choose Activity.

    You should see: A list headed "Project activity", newest first.

  2. 2

    Read an entry

    On: Project, Activity

    Each line says who did something, what they did and when. Actions include a member being invited or removed, a role being changed and the project's settings being updated.

    You should see: You can follow the last few days of the project.

  3. 3

    Filter by type

    On: Project, Activity

    Use the type filter, which starts on All types, to show one kind of action, for example "Member invited".

    You should see: Only that kind of action is listed.

  4. 4

    Filter by person

    On: Project, Activity

    Use the member filter, which starts on Everyone, to show one person's actions.

    You should see: Only that person's actions are listed.

Tips

  • "No matching activity" means the filters exclude everything. Remove one.

Troubleshooting

"No activity yet"
Nothing has been recorded on this project. Generate a brief, run an audit or invite a member, and it appears here.
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