Activity

A single, firm-wide feed of everything that has happened across the practice, every client, every job, in one place.

Events are grouped chronologically by day, each group showing how many events occurred. Each entry shows what happened in plain language and is tagged with the client and job it relates to; selecting a tag jumps directly to that client or job.

This is the firm-wide equivalent of the Activity log available inside a specific job, which can itself be toggled between showing just that job or the full firm-wide feed.

How to access: Activity in the left-hand navigation, between Workpaper Studio and ZBox (File Drive).