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Track activity

How to view the template activity log

The Activity stream (or log) keeps a detailed history of all changes made to a template. This helps you see who changed what and when.

Who can see the Activity Log?

  • Administrators.
  • Standard members who have permission to view the specific template.
  • The person who originally created the template.

Why track template activity?

  • See History: Keep a record of all changes.
  • Know Who Did What: See which users made specific changes.
  • Track Changes Over Time: Understand how a template has been updated.
  • Find Problems: Help figure out when a change might have caused an issue.
  • Show Proof: Provide evidence of how processes are managed (useful for compliance).

What kind of activities are tracked?

The activity log records many types of changes to a template:

Content changes

  • Changes to the template’s title or description.
  • Changes to step titles or descriptions.
  • Adding or removing steps.
  • Updates to task instructions.

Field changes

  • Creating new form fields.
  • Changing field settings.
  • Deleting fields.

Setting changes

  • Adding or removing template tags.
  • Changing permission settings.
  • Creating or changing webhooks.
  • Updating automation rules.
  • Archiving or unarchiving the template.

User actions

  • Copying (duplicating) the template.
  • Publishing the template.
  • Importing or exporting the template.
  • When users view the template.

How to see the activity log

  1. Go to the main Templates library.
  2. Find the template you want to check.
  3. Click View for that template.
  4. Click the Activity tab.
Accessing the template activity log

Reading the activity log

The log shows entries with the newest changes at the top:

  • When: The date and time the action happened.
  • Who: The name of the user who made the change.
  • What: The type of action that took place.
  • Details: More information about exactly what was changed.

How long are logs kept?

  • Activity logs are kept for as long as the template exists.
  • If you archive a template, its history is still kept.
  • If you duplicate (copy) a template, the new copy gets a brand new, empty activity log.
  • You cannot edit or delete activity log entries.

Who can see the Activity Log?

Only certain people can view a template’s activity log:

  • Administrator members.
  • Standard members who have been given permission to view that specific template.
  • The person who created the template.

Tracker View > Check process activity

Running processes maintain detailed activity logs tracking all actions and events which administrators and authorized members can access through the Settings menu’s Activity tab.

Templates > Configure your template

Templates can be customized through settings that control usage permissions visibility organization and workflow options while allowing administrators and authorized members to manage duplicates archives folders tags and integration capabilities.

Templates > Duplicate a template

Duplicating a template creates an exact copy with all steps tasks form fields and automations while maintaining the original structure but generates new IDs and requires manual setup of tags and webhooks in the new version.

Templates > Edit a template

Standard and Administrator members can modify template elements like steps descriptions and settings through the Edit view while Light role members have limited access to template editing functions.
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