Getting to Know the Actionstep Recent Activity Log

The Recent Activity panel on the Actionstep home page shows a history of what is happening in Actionstep in real-time.

There are three options you can use to filter the Activity Feed:

• Mine shows only those activities that you have done recently in the system.
• Related shows activities for actions (matters) that you are either assigned to or a participant of. In short, you can view what others are doing but still focus on only those actions that concern you. 
• All shows all activity in Actionstep that you have permission to see.

TIP: Admins can hide some of these options using Menu Permissions, which you can access by going to Admin > Menu permissions (found on the right side of the Admin page). The menu name you want to edit is Actionstep_Main_Menu. The ability to edit permissions for this feature is are only available in our Practice Pro + Accounting plan.

The following actions are typically listed 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

Related Articles:

• Matter Overview Panel Explanations
• Actionstep Home Page Overview