How can I track my Jobs and Tasks history?

Article ID: 3399
Last updated: 05 Dec, 2024

In order to track changes done to jobs and tasks, look for the View History dialog.

The View History dialog is accessible from multiple places, for example:

  • Work management - left hand menu

  • Active work - right hand menu

  • Outstanding work dialog (within Client list - View work) - left hand menu

When selecting a job, a task within a job, or a standalone task, the View History option is enabled, and clicking on it will open the View History dialog.

The top section of the dialog About the Work shows the Job/Task's basic information.

The Activity tab tracks changes made to assignees, statuses and dates of the selected job/task.

The Notes tab tracks any notes added to the selected job/task.

Article ID: 3399
Last updated: 05 Dec, 2024
Revision: 1
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