Navigating the Project History Tracker

This article will cover how to create, assign and schedule activities to your project  This article is in the Project zone > Manage tab of the app.

The project history tracker allows you to track your project activity. It is split into four tabs: All, Milestones, Customer, Audit.

The Milestones section tracks the actions you have ticket off in the Project Management section. Once you have ticked off an activity, refresh your page and it will appear in the Milestones tracker.

The Customer section tracks all customer activity such as when the customer has opened the invitation email, how long the proposal has been viewed for and when they have accepted the proposal.

The Audit section tracks when the project has been moved by an assigned team member to another stage.

You can also manually add activities in the tracker. Please refer to this article Adding Activities to your Project on how to do so.