The activity feed, behind the lightning-bolt icon at the top right, shows recent actions from your account. To open, filter and clear it, see tracking recent activity. This page lists what appears in it, and who sees it.
Who sees what
Your feed only holds activity that's meant for you, based on your roles and projects:
Activity | Who gets it in their feed |
|---|---|
Projects and tasks | Members of the project with the Project Collaborator, Portfolio Manager or Administrator role, including the person who made the change |
Comments on a task | The task's followers |
Being added to a project | The person who was added |
A new project | The person who created it |
Estimates, invoices, payments, credit notes and expenses | Administrators and Finance Managers |
Data imports | Administrators, and the person who ran the import |
An Administrator still has to be a member of a project to get its project and task activity. That keeps their feed from filling up with every project in the account. See managing project membership.
External contacts, such as your customers' staff, get project and task activity for the projects they're members of, if they have the Project Collaborator role. Tasks hidden from external contacts are left out of their feed. They don't get estimate, invoice or payment activity.
Projects and tasks
- Project Created, Project Archived and Project Restored.
- User Added To Project, including people who add themselves.
- Task Created, and New Task Assignment when a new task is assigned straight away.
- Task Assigned: someone assigned or unassigned a task.
- Task Status Change and Task Completed, with the new status.
- Task Updated: other changes to a task, such as its dates, priority or description.
- Task Deleted.
- New Comment on Task, and Task Comment Mention when someone @mentions you.
Click a task or project name in an entry to open it.
Estimates and invoices
- Estimates: Created, Updated, Sent, Marked As Sent, Reminder Sent, Accepted, Rejected, Marked As Accepted, Marked as Rejected, Converted to Invoice, and Reverted to Draft. Acceptances and rejections include the customer's comment.
- Invoices: Created, Created from Recurring Invoice, Created from Retainer, Updated, Deleted, Emailed, Marked as Sent, Reminder Sent, and E-Invoice Submitted for Delivery. Automatic reminders appear as "Avaza sent an automatic invoice reminder".
- Viewed: when your customer opens the email, or views the estimate or invoice online.
Payments, credit notes and expenses
- Received Payments: Payment Record Created, Updated and Deleted, plus online payments received, processing or failed.
- Credit Notes: Created, Updated and Deleted.
- Expenses: Created and Updated, with the category and amount.
Imports
When someone imports data, the feed shows how many records came from which file, and any undo of that import.
What isn't in the feed
- Timesheet entries and supplier bills.
- The details of each task change. The task's History tab shows those: old and new dates, tags, followers, attachments and custom fields.
- Each estimate, invoice and bill also keeps its own Activity History.