How To Track Project Activity

A digital audit trail of everything happening on your projects

Alex avatar
Written by Alex
Updated over a week ago

How It Helps

Workyard is a platform that can help you manage projects more efficiently by providing a digital audit trail of all activity on your job sites. This means that you can easily track who was last on a work site, view notes shared by your team, and monitor tasks in real-time.

Here are some of the key features of the activity feed:

  • Tracking team members as they enter and exit geo-fenced locations

  • Displaying new notes related to locations or projects from tasks and time cards

  • Recording completed tasks, done checklist items, and not done checklist items

Each activity is linked to the related project, task, or time card, making it easy for you to navigate to the relevant information.

How to Find the Activity Feed

  1. Go to the projects menu on the web or mobile app.

  2. Click on the Activity Feed button.

  3. The Project Activity feed will open and display all the activities happening on your project.

How to Filter the Activity Feed

A filter button is available within the activity feed with the following categories:

  • Date Range

  • Project & Location

  • Customer

  • Activities

    • Geofence Entry and/or Exit

    • Time Card Notes

    • Worksite Note

    • Task Note

    • Task Completed

    • Checklist Item Done

    • Checklist Item Not Done

  • Team Members

  • Task Labels

Within each filter category, you can select multiple options and combine categories to get the precise results you're looking for.

By using the activity feed on Workyard, you can stay up-to-date on all the important details of your projects and ensure that everyone on your team is working efficiently and effectively.

FAQs & Troubleshooting

Who in my company can access the project activity feed?

Only Administrators and Managers can access the project activity feed. Managers will only be able to view activities to projects that they have access to.

I can't see the projects menu item or the activity feed option on my mobile app?

You'll need the latest version of the mobile app installed to get access to the latest updates on this feature.

If you are on the latest version, ask your Administrator to check that you are set as either an Administrator or Manager role type to get access.

My feed isn't displaying the latest results?

If left open the activity feed will not update with the latest results. To refresh the feed, close the panel and reopen it, or refresh the page.

Are there any limits on the amount of history that's kept?

No limits! We store every update that happens from the moment you create the project on Workyard. There are also no limits on how far back you can go to find past activity.

If I archive a project will I loose all the activity records?

No you will not. When you archive a project all the activity records associated to the project will be kept and available within the feed.

Some activity records that I could see before are no longer there. What's happened?

If you delete a related project, time card or task then all the connected activities will also be removed from the feed.

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