When you work with a team, it helps to see who changed what. The Activity Log is a running history of important actions in your account — useful for spotting mistakes, settling questions and keeping everyone accountable.
Opening the Activity Log
Open the Rota from your home screen, then tap the document icon in the top-right of the header. The screen is titled Activity Log.
Both owners and team members can see the log for the account, so everyone can see the same history.
What gets recorded
The log captures the key actions that change your data, including:
- Clients created, edited and archived
- Quotes created, progressed, marked lost and deleted
- Jobs created, completed, deleted and re-priced, plus runsheet notes
- GoCardless Direct Debit payments processed
Each entry shows when it happened, which team member did it (their email), a plain description, and what it relates to.
Finding things
- Search — type a name, email or description to narrow the list.
- Date range — set a From and To date to focus on a period, or Clear to reset.
- Filters — quick pills to show client, quote, rota, payment or team-change activity instead of everything.
- Load more — the log pages through older entries as you scroll back.
The Activity Log focuses on actions that change clients, quotes, jobs and Direct Debit collection — it isn't a full record of every screen view or minor tweak.