Activity Log Screen
How the Activity Log screen is laid out, what each column means, and when a row can open the related record.
Open Settings > Activity Log when you need to see who changed something, when they changed it, and which record the action belongs to. This page is especially useful when a job has moved, a worksheet was completed, a payment integration was connected, or you simply need to confirm which team member carried out an action.
What You See On The Page
- Search activities: narrows the table by the wording inside the description column. This is the quickest way to look for a customer name, job reference, worksheet name, or a phrase such as created, updated, completed, or deleted.
- Activities badge: shows how many activity rows match your current search and filters.
- Business: shows which business the activity belongs to. This matters most when you manage more than one business from the same login.
- User: shows the team member who triggered the action, along with their email address.
- Type: groups the event into a system action such as job created, worksheet updated, customer updated, or import finished.
- Description: gives the plain-English event summary. When the row is linked to a job or customer, this text becomes clickable.
- Date: shows the exact date and time the action was recorded.
Opening Related Records
Some rows can open the related record directly from the description text. At the moment that shortcut is used for linked jobs and linked customers. When you click one of those descriptions, Work Planner opens the record in a read-only popup so you can check the details without leaving the log.
Not every activity type has a linked record. If the description is plain text rather than a link, the log entry is still valid, it just does not have a job or customer view to open from that row.
How To Read The Rows Properly
- Business first: if something looks unfamiliar, check the business column before assuming the wrong team member changed the wrong record.
- User next: use the user name and email together when two team members have similar names.
- Type before description: the type badge helps you separate a created action from an updated action even when the wording looks similar.
- Date for sequence: when several changes happened to the same record, the timestamp lets you work out the order they happened in.
When This Screen Is Most Useful
- Checking job history: confirm when a job was created, changed, or completed.
- Reviewing worksheet work: see when worksheets were assigned, updated, or finished.
- Investigating customer changes: confirm when a customer record or payment setup was changed.
- Following imports and integrations: review imported data activity and connection changes such as GoCardless setup.
Related articles
- Activity Log Filters: how each filter works and when to clear it.
- Team Member Metrics Screen: another way to review team activity by person.
- Job Detail View: where linked job rows can take you.
- Customer Detail View: where linked customer rows can take you.