New Feed, Activity, and Tasks

In the new feed:

• the item type icon is larger and more central
• the project name is clickable and links to the project
• blue color indicator on the left side of pinned items
• the user feed’s file box icon has been replaced with a checkmark icon as the “got it” action, which removes the item from the feed

Select an item to open the Details flyout, where you can view and add tags, comments, and more.

The new feed has three different views: card view, condensed view, and list view. To switch between views, use the buttons in the top right corner.

Card view is the most spacious option. This view also includes a quick way to assign the item as a task by clicking Assign as Task at the bottom. If the item is already a task, you can change the assignee and the due date without opening the item.

Condensed view allows you to view more items at once and get a better overview look.

List view includes the same information as condensed view, but it’s distilled even further into a single line for each item. The layout is similar to an email inbox, providing a way for users to scan through their items and quickly mark "Got it."

On the task page, you can mark tasks as complete in list view without opening them—similar to checking off items on a to-do list.

Tip

Keep in mind that marking “got it” and marking a task as complete are two separate actions.

The new feed includes an enhanced experience for creating activity items. In the Activity Feed, select Add new activity. Use the menu along the top to select the type of item to create.

You can also enter a Subject, which appears above the message text in the feed. (The subject field does not appear if the new feed is toggled off.)

You can also use the “activity drawer” to create activity items anywhere in Filevine. Find and select Create Activity in the top right corner to open the activity drawer. The drawer includes the same updated experience for creating activity items.

The drawer remains open, even if you navigate to another page in Filevine. You can also minimize the drawer, and reopen it later to pick up where you left off.

If you start creating an activity item in the Activity Feed and need to navigate to another page, you can move your item to the drawer to keep working on it. In the Activity Feed, click Open in Drawer. (If you navigate away from the Activity Feed without doing this, your item still moves to the drawer.)

Phone calls are a new type of activity item. When you log a phone call, you can record the date, time, and content of the call, along with the contacts you spoke with.

If the new feed is toggled off, phone call items show as note items, and their subject, date, time, and contacts fields do not display.

On the task page, you can now quickly filter by a different assignee. Expand the “Assigned to” dropdown, then search for and select the desired assignee.

You also have the option to sort by due date in ascending or descending order on the task page.