Activity Items

The Activity feed contains six different types of activity items: notes, emails, faxes, reminders, tasks, and texts. At the top of the activity feed, you will see the “Write a note” textbox. Clicking into the textbox will give you options for creating different types of items and attaching documents.

Each activity item also has many actions, like commenting, copying, and more. Learn more about activity item menu actions. For a quick refresher on how to create different types of items, view the Activity Feed Cheat Sheet.

• Notes
• Emails
• Faxes
• Reminders
• Tasks
• Texts
• How to Add Files

Notes

Notes are the most basic activity item and are used to inform other users of project updates. They are usually plain text, but they can also include formatting, photos, and attachments. A note’s creator will receive a notification in their user feed any time the note is updated, even if they are not subscribed to the project. Notes are marked by a sticky note icon.

To make an entry on the Activity Section, enter text in the "Write a note" text box at the top of the Activity Feed and click “Create.” Activity items can be formatted with bold, links, and more.

Emails

Email activity items are similar in function to note activity items, but they are incoming emails to a project. Email activity items are marked with an envelope icon.

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Emails appear in the activity feed when an email is sent to a project. Learn more about setting up and using project emails.

Faxes

Similar to email activity items, faxes appear as activity items in fax-enabled projects, or when a fax is moved from a fax-enabled mailroom.

Faxes appear in the activity feed when a fax has been sent to a project or moved to a project from the Org’s mailroom. Learn more about fax. 

Reminders

Reminder activity items are created according to reminders schedules for deadlines, Deadline (with reminders) fields, or Deadline Chains.

For subscribed users, reminders appear in the project feed as notifications. If you have already viewed the reminder, or if you are not subscribed, then reminders will not appear unless the feed is filtered for reminders.

Tasks

Note, email, fax, and reminder activity items can be assigned to a team member, making them task activity items. Tasks have a to-do list icon.

Tasks contain editable due dates and can be marked “done.” The creator of a task will receive notifications in their feed any time that task item is updated. Time tracking can also be added to tasks, creating task based billing entries. Any item with time tracking added to it will become a task.

Assignments and due dates can be added or changed in the item menu by selecting “Assign To…” or “Set Date” respectively. The date will automatically set to today, and the assignee will automatically set to you, but either can be edited. 

Assignees and due dates can be adjusted by clicking on the “Assigned To” and “Set For” dropdowns in a task or by adding a comment to the task using the assigning formatting below. Task assignments and due dates will adhere to the newest comment. 

As a shortcut, you can quickly assign tasks by entering the "@" sign and a username.

Task assignments and due dates can be changed or added using formatting in the text of the item or in the item menu. To assign a task or give a due date quickly in the item itself, use the following formatting:

To convert an item back to a note, email, fax, or reminder, click “Assigned To” and select the user “Clear Assignee” at the top, converting the task back into a note or email. 

Tasks can be marked complete or incomplete either in the dropdown menu or by clicking on the checkmark or red “x” to the right of the “Set For” date.

Texts

Texts are special activity items. Comments on texts are actual SMS message threads that are sent to or from a text-enabled project to the client, rather than communication between team members. The creator of a text item will receive notifications in their user feed any time a text response is added to the text item. Text activity items are marked by a chat bubble icon.

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Like emails, texts appear in the activity feed when a text is sent to the project or moved into a project from a mailroom. Texts can also be sent from text-enabled projects. The following text message conversation will appear in the text activity item replies, so any comments added to a text activity item are sent as text replies to the number. 

Learn more about sending texts to and from a project.

How to Add Files

Any file can be attached to a note, task, or comment. Additionally, some file types can be sent via text. To attach a file from the project’s Docs Section or from your computer to an Activity Feed Item, click into the “Write a note” text box and select the "upload" icon in the middle.

Two options will appear.

If you’d like to attach a file from the project, click and search in the Attach a Project Doc field. To upload a file from your computer, click on the upload icon button. Files can also be attached to Activity Feed items directly from the Docs Section using the “Note This” feature.

Once a file has been attached to the item, it will appear underneath the Write a note text box. Multiple files can be attached to one item.

When an Activity feed item is created, the attached files will appear underneath the item’s text. Clicking on the caret next to the file’s name will allow you to preview, download, and handle the file as you would in the Docs section.