Keeping track of what your team is doing and how your clients are engaging is key to maintaining organized workflows and strong relationships. With WorkOwl, you can easily monitor activity, communication, and progress—all from one intuitive dashboard.
Why Activity Tracking Matters
Whether you’re managing a small team or several client accounts, having visibility into who’s doing what (and when) helps keep projects on schedule and clients in the loop.
Think of it as your daily pulse check—quick insights into your workspace’s activity and collaboration health.
Step 1: Open the Activity Feed
- From your sidebar, go to Activity Feed or Dashboard Overview.
- Here, you’ll see all recent actions from your team and clients—including:
- New tasks created or completed
- Comments added on projects
- File uploads or document shares
- Status changes or deadline updates
You can filter by team member, client, or project to narrow down the view.
Perfect for daily standups or quick check-ins before client calls.
Step 2: Track Internal Team Activity
To see what your team members are working on:
- Navigate to Teams → Members.
- Click a member’s name to view:
- Assigned tasks
- Recent updates
- Project involvement
- Use activity filters to track completed vs. pending work.
Managers and admins can use this feature to balance workloads and ensure no one’s overwhelmed or idle.
Step 3: Monitor Client Collaboration
Client collaboration activity appears automatically when clients interact with their shared projects. You can view:
- Comments or feedback left by clients
- File uploads from the client side
- Task approvals or completed milestones
To access this view:
- Go to Clients.
- Select the client’s profile.
- Click Collaboration Log to see recent activity.
This helps you stay aligned with clients and respond faster to updates or questions.
Step 4: Use Reports for Insight
For deeper visibility, WorkOwl provides visual summaries of activity trends.
- Go to Reports → Activity Summary.
- Filter by client, project, or team member.
- Review key metrics such as
- Tasks completed this week
- Projects updated
- Client comments or approvals
- Team productivity levels
It’s like a snapshot of your workspace’s momentum—perfect for weekly reviews or team meetings.
Step 5: Set Up Notifications
Stay on top of collaboration without constantly checking in.
- Click your Avatar → Notification Settings.
- Choose what updates you want to receive (e.g., task completion, new comments, client feedback).
- Decide where you want notifications:
- In-app
- Mobile (if applicable)
Smart notifications keep you informed—without interrupting your focus time.
✅ Quick Recap
✔️ View all activity from the dashboard or feed
✔️ Track team performance and task completion
✔️ Monitor client interactions and updates
✔️ Generate detailed activity reports
✔️ Customize notifications to stay informed
Need Help?
If you need assistance understanding activity logs or collaboration features, head to the Support tab inside your dashboard or message our help team directly.
With WorkOwl, teamwork and client collaboration stay transparent, productive, and perfectly aligned. felis euismod semper. Maecenas faucibus mollis interdum. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit.