View All Tasks' History Audits From Tasks List Page
You can view history audits for all tasks from the tasks list page.
Go to the Tasks list page from the left navigation bar.
Click on the "History" tab from the tasks list page.
Filter audits by:
Matter
Member
Action
Date Range
You can view audits for each task and the changes made by a specific member in your firm.
View Individual Task History From Tasks List Page
You can view all history audits for a specific task from the Tasks list table.
Go to the Tasks list page from left navigation bar.
Click on the "..." three dots icon under Actions column.
Click "View History"
You will see a new window pop up with the task's history.
You can filter by Member, Record, Action and Date Range.
You can now view individual task history audits from the tasks list page.
View Individual Task History From Task Details Page
Go to the Tasks list page from left navigation bar
Click on the "..." three dots icon under Actions column
Click "View Task Details"
You will be redirected to the task details page
Click "History" tab at the top of task details page
Filter audits by:
Member
Action
You can now view individual task history audits from the task details page on the history tab.
View Individual Task History From Matter Tasks Tab
You can view history audits for a specific task from the Tasks list or Matter > Tasks tab page.
Go to the Tasks list page from left navigation bar
Click on the Matter Name for the task in the table
You will be redirected to the Matters page on the Tasks tab
Click on the "..." three dots icon under Actions column
Click "View Task Details"
You will be redirected to the task details page
Click "History" tab at the top of task details page
Filter audits by:
Member
Action
You can now view individual task history audits from the task details page on the history tab.
If you have any questions, please feel free to contact us.