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.