Activity Tracking
Activity tracking (change log, audit trail) allows you to track in detail who has changed what and when in your project. This feature provides transparency and control over various aspects of your project. You can find activity tracking in the Activities area in the Changes tab.
By default, the person who made the changes and the time of the change are always recorded. The following entities provide a change history for the following fields:
Tasks
When you open a task in the side panel, the following changes are tracked over time:
- Who created the task and when
- Task name
- Start date, end date, and time
- Status, including completed on
- Creator, assigned persons
- Collaborators
- Estimated workload
- Description
- Add to planning with assignment to planning element
- Project group (group)
- Department
- Custom fields
These changes are also displayed in the changes on the project's Manage page, provided that it is a project task. There, it is also recorded who deleted a task and when. Exception: changes to department and custom fields.
If it is a task without a project assignment, you will only see the changes in the task.
Documents and Links
When you open a document in the side panel, the following changes are recorded in chronological order:
- File/link added
- File name/link name
- Custom fields
These changes are also recorded on the project's Manage page. The deletion of a document or link is also recorded there, along with the person who deleted it. Exception: changes to custom fields.
Time Entries
When you open a time entry in the side panel, the following changes are recorded over time:
- Name of the time entry
- Creator
- Start date or end date and time to display the recorded duration
- Description
- Custom fields
These changes are also recorded on the project's Manage page. There, it is also recorded who deleted a time entry and when. Exception: changes to custom fields.
Projects
On the Manage page of a project, the following changes are recorded in chronological order:
- Creator of the project in the Managers role (automatically assigned by InLoox)
- Project name
- Status
- Start date and end date
- Description
- Project number
- Department
- Customer
- Portfolio (InLoox Enterprise Plus and InLoox Self-Hosted only)
- Risk, value, and size assessments
- Custom fields
- Deleted items: tasks, documents, time entries
When a project is deleted, InLoox automatically makes it read-only and moves it to the project recycle bin. There you can see in the change history who deleted the project and when. If necessary, you can restore the project by clicking the Restore button in the yellow notification.
Project Requests
When a project request is approved, InLoox displays this in the changes on the project's Manage page. In addition, InLoox automatically creates a comment on the approval on behalf of the person with the Edit project requests permission.
When a project request is rejected, InLoox automatically creates a comment about the rejection on behalf of the person with the Edit project requests permission. In addition, the rejected project request is automatically archived, and InLoox automatically records this archiving in the changes.