View and Export Aggregated Project Activity

In this article, we are going to show you how you can view and export aggregated activity on each project per person. It is fairly easy and can be done in a few simple steps.


1.
In the menu on the left side of the screen, click Projects, and select the project you are looking for.

2. Once you are in the project, locate the Internal tab and click on it. It should direct you to a page where you can view the Project Summary, scroll down to see the Tasks, or upload an attachment. Scroll down a bit further to find the Recent Project Activity.

3. Under the Recent Project Activity, you can find all the activity logged by any person involved in the project. This drop-down will enable you to select the nature of the activity, whether it was a note posted, a candidate, or others, while the second drop-down will let you select the name of the person you want to see the activity of.

Keep in mind that you can also choose the date bracket to further narrow down the list of activity. If you are happy with your selection, you can either just plainly view them from there, or you can click Export to instantly download an Excel file for the selected list of activity.


CLOCKWORK INITIAL TRAINING:

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