Activity Tracking

The Activity Tracker helps you manage and monitor all client-related tasks and projects in one place.

Accessing the Activity Tracker

There are 2 ways to use the Activity Tracker:

  1. View all of your individual tasks across all clients
  2. View all of a client’s account activities

To access a client’s activities:

  1. Navigate to Clients → Client’s Name → Activities in the sidebar
  2. Or click Activities at the top of the client profile page

Note: Clients can view the same version of this page to stay updated on ongoing activities.

Managing Activities

Adding New Tasks

  1. Click Add a new activity under the relevant heading
  2. Enter the task name
  3. Click Add to create the task

Editing Tasks

There are two ways to edit tasks:

  1. Hover Method:

    • Hover over the task
    • Click the Edit button that appears
    • Use the task sidebar to modify details

  2. Right-Click Method:

    • Right-click on any task
    • Choose to edit, delete, or duplicate the task

Task Information

When editing a task in the sidebar, you can:

  • Add detailed notes
  • Add comments and view comment history
  • Attach relevant files
  • Assign team members
  • Set deadlines
  • Adjust priority levels
  • Update status
  • Delete the task

Task Organization

Tasks will automatically be grouped based on their status. The most high-priority and urgent tasks will appear on:

  • Your personal dashboard
  • The client’s dashboard
  • Team members’ dashboards (if assigned)

Tip: Use the priority settings carefully to ensure the most important tasks are visible to all relevant team members.