Activity Tracker Update

Originally posted: October 28th, 2019

We released our first phase of our Activity Tracker back in June 2019 and today we are launching more items being tracked by it. The goal with activity tracker is to give you more insight to the "history" on your account. With this feature, you will be able to see what a user or workflow does on a project. Especially when working with teams, it gives you a better insight into your account and what actions where taken on a project.

Example:

This will make it so any activity within a project is tracked and logged within that project. In addition to the ones we have now the following actions will be tracked.

Invoices:
Updating an invoice (invoice name, date, etc)
Adding notes to an invoice
Adding line items
Deleting lints Items
Updating line items
Creating an invoice
Senting Invoice
Adding a QB tax to an invoice
Applied payment schedule

Workflow:
Applied a workflow
Updating workflow (change the order of actions)
Forcing a workflow action
Removing a workflow action
Approving workflow action
Archived a workflow
Paused workflow
Unpaused workflow

Appointment schedulers:
Create/added scheduler
Remove scheduler
Update scheduler

Where to find Activity Tracker

Head to any project. Click notes and then activity log:
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This is not retroactive. It will start tracking items from now on. It only tracks actions taken within a project.
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Any questions, feel free to send us a chat or email (hello@dubsado.com)

Bugfix

• We also fixed a bug with the calendar sync not refreshing when updating a project's date / time. Now any updates will automatically sync over to your connected calendars.
• Fixed the bug where some user's email drafts were not being removed when clicking the trash icon. Now, when clicking the trash icon, they are removed.
• Fixed the bug where adding packages to a workflow "create invoice" action were not allowing you to save the workflow action. Now, with the fix, the workflow action can be saved and proceed as it should.

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