The Activity Feed is a great way to share updates from the office or the field for your whole team to see.
Project posts
On a computer
Notes:
- Anyone assigned to the project can view and add notes and replies, including team members.
- To refresh the feed, select the Refresh button or click in another tab and back to Posts.
To view posts:
- In Projects, select an active project, then select Posts.
To add a post:
- Select New Post.
- Enter your note.
- If desired, select the camera icon to add up to four photos.
- Select Save.
OR
- When clocked into a project, on Time Clock, select Add a Project Post.
- This opens that project’s Posts feed to add your post.
Tip: Type @[name] to notify someone in a post. The notification is sent via push on mobile, or found in the notification centre on web. Select the notification to be taken directly to the post.
To edit a post:
- Next to the post you need to update, select Edit.
- Make your changes and select Save.
To delete a post:
- Next to the post you need to remove, select Delete.
- In the confirmation screen, select Delete.
To reply to a post:
- Select Post reply.
- Enter what you would like to say, then select Reply.
On a mobile device
To view posts:
- Tap Projects.
- On an active project, select View Activity.
To add a post:
- In the Activity feed, tap Add (+).
- Enter your note and tap Save.
OR
- When clocked into a project, on Time Clock, tap Add note.
- Tap Project Post.
- Enter your note and tap Save.
To edit a post:
- Next to the post you need to update, tap
. - Tap Edit post.
- Make your changes and tap Save.
To delete a post:
- Next to the post you need to update, tap .
- Tap Delete post.
To reply to a post:
- Tap the threads icon (
) . - Enter what you would like to say, then tap Reply (
).
Project activity
Notes:
- Anyone assigned to the project can view the activity feed, including team members.
- To refresh the feed, select the Refresh button or click in another tab and back to Activity.
- The information found in this feed is not yet available for mobile.
To view the Activity feed:
- In Projects, select an active project and select the Activity tab.
- This feed displays actions taken on the project:
- Clock in and out
- Added posts and photos
- Added locations, with map
- Any additions or edits to the project details, including new tasks and estimates.