How to View a Task’s History in Messages (Audit Trail)
You’ll always be able to find out what has happened with a task in your messages. TaxDome’s Task Audit Trail allows you to track when someone has...
- ...added a client task to a message.
- ...deleted a client task from a message.
- ...marked a client task as completed.
To view a task’s history in a message: Go to Messages in the client’s profile, click on the three-dots icon to the far right of the message’s title or inside the message itself, then click Task Audit Trail.
In the Audit Trail window, you’ll see the following:
ACCOUNT NAME: the name of the entity, whether a personal or non-personal account.
USER: the first and last name and email address of the user who made changes to the client task.
EVENT: what has happened with the task.
SERVER TIME: the time (in UTC) the event took place on TaxDome.
CLIENT TIME: the time (in UTC) in the user’s location when the event took place. (The difference between UTC and the user’s location time is also displayed.)
IP ADDRESS: the IP address of the user who made changes.
BROWSER: the browser used when the event took place.