Full Engage

Track every action performed within your organization for security, compliance, and accountability.

Overview

The Activity Log keeps a complete record of everything that happens in your organization. Every time a team member creates a lead, invites a colleague, changes a subscription plan, or performs any other significant action, it is automatically recorded.

This gives you full visibility into who did what and when — helping you maintain security, ensure compliance, and quickly investigate any issues.

Accessing the Activity Log

Navigate to Settings > Activity Log in your organization dashboard.

Only organization Owners and Admins can view the Activity Log. Regular members do not have access to this page.

Using the Activity Log

Searching

Use the search bar at the top to find specific entries by action name or description. For example, search for a team member's name to see all actions they performed, or search for "deleted" to find all deletion events.

Filtering by Category

Click the Category filter to narrow results by type of activity:

Category	What it tracks
Leads	Creating, editing, assigning, and deleting leads
Clients	Creating, editing, and deleting clients
Tasks	Creating, editing, status changes, and deleting tasks
Timesheets	Creating, editing, and deleting timesheet entries
Files	Uploading, editing, and deleting files
Notes	Creating, editing, and deleting notes
Events	Creating, editing, and deleting events
Meetings	Creating, editing, canceling, approving, and deleting meetings
Members	Inviting, joining, removing members and changing roles
Organization	Updating organization settings (name, logo)
API Keys	Creating and revoking API keys
Subscription	Plan changes, cancellations, reactivations, and seat updates

Categories are automatically generated based on actual activity in your organization. If your team has never used API keys, for example, the "API Keys" category will not appear in the filter.

Filtering by Date

Use the Date filter to view activity within a specific time range:

Today — actions from the current day
This week — actions since the beginning of the week
This month — actions since the beginning of the month
Older — actions from more than a month ago

Sorting

Click the Action or Date column headers to sort results in ascending or descending order. By default, the most recent entries are shown first.

Tracked Actions

Below is a complete list of all actions that are automatically recorded in the Activity Log.

Leads

Action	When it is recorded
Lead Created	A new lead is added to the organization
Lead Updated	Any lead field is modified (name, company, notes, etc.)
Lead Status Changed	A lead's status is changed (e.g., from "New" to "Contacted")
Lead Assigned	A lead is assigned or reassigned to a team member
Lead Deleted	A single lead is deleted
Lead Bulk Deleted	Multiple leads are deleted at once
Lead Bulk Status Changed	The status of multiple leads is changed at once

Clients

Action	When it is recorded
Client Created	A new client is added to the organization
Client Updated	Any client field is modified
Client Status Changed	A client's status is changed
Client Deleted	A single client is deleted
Client Bulk Deleted	Multiple clients are deleted at once
Client Bulk Status Changed	The status of multiple clients is changed at once

Tasks

Action	When it is recorded
Task Created	A new task is added to the organization
Task Updated	Any task field is modified
Task Status Changed	A task's status is changed (e.g., from "Pending" to "Completed")
Task Deleted	A single task is deleted
Task Bulk Deleted	Multiple tasks are deleted at once
Task Bulk Status Changed	The status of multiple tasks is changed at once
Task Bulk Assignee Changed	The assignee of multiple tasks is changed at once
Task Bulk Client Changed	The client of multiple tasks is changed at once

Timesheets

Action	When it is recorded
Timesheet Created	A new timesheet entry is added
Timesheet Updated	A timesheet entry is modified
Timesheet Deleted	A single timesheet entry is deleted
Timesheet Bulk Deleted	Multiple timesheet entries are deleted at once
Timesheet Week Saved	A full week of timesheet entries is saved via the weekly grid

Members

Action	When it is recorded
Member Invited	An invitation email is sent to a new team member
Member Joined	A member accepts an invitation and joins the organization
Member Removed	A member is removed from the organization
Member Role Changed	A member's role is changed (e.g., from "Member" to "Admin")
Invitation Cancelled	A pending invitation is cancelled before being accepted

Organization

Action	When it is recorded
Organization Updated	The organization name or logo is changed
Organization Deleted	The organization is permanently deleted

Files

Action	When it is recorded
File Created	A file is uploaded to the organization
File Updated	A file's name or description is modified
File Deleted	A single file is deleted
File Bulk Deleted	Multiple files are deleted at once
File Embedding Completed	A file has been successfully parsed, embedded, and summarized by AI
File Embedding Failed	AI processing of a file failed (parsing, embedding, or summarization error)
File Embedding Reprocessed	A file was manually queued for AI reprocessing
File Bulk Reprocessed	Bulk reprocessed AI embeddings for files

Notes

Action	When it is recorded
Note Created	A new note is created
Note Updated	A note's content or settings are modified
Note Deleted	A single note is deleted
Note Bulk Deleted	Multiple notes are deleted at once
Note Reprocessed	AI embedding is reprocessed for a failed note
Note Bulk Reprocessed	Bulk reprocessed AI embeddings for notes

Note Tags

Action	When it is recorded
Note Tag Created	A note tag was created
Note Tag Deleted	A note tag was deleted

API Keys

Action	When it is recorded
API Key Created	A new API key is generated
API Key Revoked	An existing API key is revoked

Events

Action	When it is recorded
Event Created	A new event is added to the organization
Event Updated	Any event field is modified
Event Deleted	An event is deleted
Event Bulk Deleted	Multiple events are deleted at once
Event Bulk Assignee Changed	The assignee of multiple events is changed at once
Event Bulk Client Changed	The client of multiple events is changed at once

Meetings

Action	When it is recorded
Meeting Created	A new meeting is created
Meeting Updated	Any meeting field is modified
Meeting Canceled	A meeting is canceled
Meeting Approved	A pending meeting is approved
Meeting Rejected	A pending meeting is rejected
Meeting Deleted	A single meeting is deleted
Meeting Bulk Deleted	Multiple meetings are deleted at once
Meeting Bulk Client Changed	The client of multiple meetings is changed at once

Subscription & Billing

Action	When it is recorded
Subscription Canceled	A subscription is set to cancel at the end of the billing period
Subscription Reactivated	A previously canceled subscription is reactivated
Plan Changed	The subscription plan is upgraded or downgraded
Seats Updated	The number of seats in the subscription is changed

What Each Entry Shows

Every entry in the Activity Log includes:

Action — a color-coded label indicating the type of action (green for creation, red for deletion, gray for updates)
User — the avatar and name of the team member who performed the action
Description — a human-readable summary of what happened
Date — how long ago the action occurred (e.g., "2 hours ago", "3 days ago")

Activity Log