Is it possible to see who checked off a client task as complete? Specifically, whether the client checked it off or whether a team member checked it off?
Best answer by Rebecca Williams
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Userlevel 7
+12
- Sr. Karbon Community Guide
- 647 replies
-
6 June 2023
- Answer
One thing to note though - when it says who sent it to the client, this means whose email account the task was sent from, not the person who actually initiated the sending. See this feature for an explanation:
Userlevel 3
One thing to note though - when it says who sent it to the client, this means whose email account the task was sent from, not the person who actually initiated the sending. See this feature for an explanation:
When I think audit trail, I think of a report that shows activity that can be filtered/sorted. I’d love to either have this or linked to each user i.e. look up a colleague, click to view recent activity. Makes sense it would only be for certain permissions like admin.
Userlevel 7
+12
- Sr. Karbon Community Guide
- 647 replies
-
26 June 2023
It’s something that would be worth a feature request though - have a quick search to make sure one doesn’t already exist, and if it doesn’t, it would be great if you could add one with what you would need/want!
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