Activity Log

Exporting the Audit Log to Excel For record-keeping or compliance reviews, the audit log can be exported as an Excel file the only Excel export in PMS; everything else exports as PDF. To export: Go to Audit Logs. Apply any filters you want reflected in the export. Click Export. Download the generated .xlsx file. Good to know: Only Admins and Managers can export. The export respects your active filters it isn't always a full dump of every log entry. Filtering the Audit Log With a lot of organizational activity logged, filtering helps you find exactly what you're looking for. To filter: Go to Audit Logs. Filter by module, action, status (success or failed), specific user, or a date range. Optionally search by keyword. Results update to match your filters. Good to know: The status filter is particularly useful for spotting failed actions, like failed login attempts, not just what succeeded. Viewing the Audit Log The Audit Log is a full record of actions taken across your organization who did what, when, and whether it succeeded visible to Admins and Managers. To view the audit log: Go to Audit Logs. Browse the list, or open Recent for the latest entries. Click any entry to see its full details.   Good to know: This is a separate, stricter record than your personal Activity Feed it's organization-wide and includes failed actions, not just successful ones. Only Admins...

Filtering Your Activity Feed If your feed has a lot going on, you can narrow it down to a specific type of activity or a specific time period. To filter: Go to Activity. Use the filters for module (e.g., tasks, projects), action, or date. Optionally search by keyword. Results update to match your filters.   Viewing Your Activity Feed Separate from any single project's history, your Activity Feed pulls together everything relevant to you across every project, task, and sub-task you have access to into one running feed. To view your activity feed: Go to Activity. Check Today for what's happened so far today. Check Past for earlier activity, grouped by date.   Good to know: This covers activity across tasks, projects, sub-tasks, and user management, not just one project at a time, unlike a project's own Activity Timeline...