Chats (Basic): View client task history/audit trail

You’ll always be able to find out what has happened with a task in your chat threads. TaxDome’s Task audit trail is sorted chronologically by the most recent event and allows you to track when someone has...

...added a client task to a chat thread.
...resent a notification on a message.
...deleted a client task from a chat thread.
...marked a client task as completed.

To view a task’s history in a chat thread, go to the Chats page of the Communication tab in the client’s profile, select the thread, click on the three-dots icon at the top right, then click Task audit trail.

In the Audit trail window, you’ll see the following:

Account name: the first and last name of the account user or the name of their business.
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.
OS: the operating system of the user who made changes.