The Activity Log – see who changed what

Use the firm-wide Activity Log and each work item's Log tab to see who did what and when, and control who can see the firm-wide log.

Before you start

• The firm-wide Activity Log is only visible to Admins and to team members with the View Activity Log permission. Everyone in the firm can see a work item’s Log tab.

Open the firm-wide Activity Log

1. Click Activity Log in the left menu (clock icon with an arrow, just above Reports).
2. Activities are grouped by day: Today, Yesterday, then earlier dates.
3. To narrow the list:
   • type in Search by client or activity, or
   • click a filter chip: All activity, Clients, Work, Files, Status or Comments.
4. If there is more history, click Show older activity at the bottom to load it.

Each entry says who did what (for example “… added a comment on …”), with the client underneath. Changes ProCharted made by itself (for example a status changed by an automation, or Scheduled → Ready around the start date) show as ProCharted (automatic).

What is recorded: work items created, edited, archived or deleted (including recurring copies), status changes, files uploaded or deleted, comments (notes), and clients created, edited or archived.

Click a client or work item name in an entry to open it.

See the history of one work item

1. Open the work item.
2. Click the Log tab. If nothing has happened yet, it says “No activity recorded for this work item yet.”

Give someone access to the Activity Log (admins)

1. Click your avatar > Settings > Team.
2. Open the user’s menu and click Edit.
3. Turn on View Activity Log and click Update.

If someone without this permission tries to open it, they see: “You don’t have permission to view the firm’s Activity Log. Ask an admin to turn on “View Activity Log” for you.”

Tips

• The Activity Log started recording in mid-October 2026; older changes aren’t in it.
• If the same thing is saved several times within a couple of minutes, it shows as one entry.
• Entries keep the names they had, so they still make sense after a work item or client is deleted.
• The Activity Log menu item is hidden for people who don’t have access – that’s expected.
• “No activity matches your filters.” means the search or chip is hiding everything; click All activity and clear the search.

Related articles

• Team members and permissions
• A tour of a work item
• Notes on a work item
• Automations
• Custom fields