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How to Track the Activity of a User in Britixo Project Management Software?
Introduction
Britixo practice management software provides a transparent way to track all user activities within the system. Whether you want to see who updated a project, assigned a task, added a comment, or changed a deadline, every action is logged and can be reviewed in detail. This ensures accountability, helps managers monitor progress, and provides a clear audit trail for compliance.
Step 1: Open the Activity Log for a Project
Navigate to Projects from the left-hand menu.
Select the project name you want to review.
In the project’s detailed view, click on the Activity tab .
Here you will see a chronological list of all updates related to the project, including:
Task creation or updates
Status changes
File uploads
Comments or notes added
Team assignments
Each entry shows who performed the action, what was changed, and when it happened .
Step 2: Track Task-Level Activity
Open a project and navigate to its Tasks tab .
Click on any task name to open the task details.
Scroll down to the Task Activity Log , which records:
Changes in task status (e.g., To-Do → In Progress → Completed)
Subtask additions or modifications
File attachments to tasks
Comments made by team members
Reassignments of the task
Step 3: Use the Global Activity Log (Admin & Manager View)
Go to the Reports or Utilities section from the sidebar.
Click on Activity Log .
This will display all user activities across the entire Britixo system , not just one project.
Use the built-in filters to narrow results:
Filter by user (to track a specific staff member)
Filter by date range
Filter by module (Projects, Tasks, Invoices, etc.)
This is especially useful for managers who need to oversee multiple projects or check accountability of actions.
Step 4: Email Notifications and Real-Time Tracking
If notifications are enabled, Britixo can send instant emails whenever a user updates a project or task.
Team members also receive in-app notifications for key activities.
These settings can be adjusted under Settings → Notifications to match your workflow.
Pro Tips
Use the search bar inside the Activity Log to quickly locate specific updates.
Managers can combine the activity log with staff permissions to control what users can or cannot do.
Regularly review logs to ensure projects are progressing as planned and no critical updates are missed.
With Britixo’s Activity Logs , you can monitor user activity at both the project level and the system-wide level , ensuring full visibility and accountability across your organisation.
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- How to Set Up Email Templates & Email Branding in Britixo
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- How to Add Custom Fields for Clients, Projects and Invoices
- How to Use the Quick Actions Menu in Britixo
- How to Use the Global Search Bar Efficiently in Britixo
- How to Create and Assign Tasks in Britixo CRM
- How to Track Time on Tasks in Britixo CRM
- How to Comment and Collaborate on Tasks in Britixo
- How to Create and Manage Projects in Britixo CRM
- Assigning Staff and Customers to a Project in Britixo
- How to Add Tasks to Projects in Britixo CRM
- Understanding Task Status and Priorities in Britixo CRM
- Using the Kanban Board to Manage Tasks in Britixo
- Tracking Time for Tasks and Projects in Britixo
- Creating and Managing Project Milestones in Britixo
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- Creating and Sending Project Invoices in Britixo CRM
- Setting Project Permissions for Team Access in Britixo
- Archiving or Marking a Project as Finished in Britixo
- Filter Projects by Status or Assignee
- How to Change the Status of a Project
- How to Track the Activity of a User in Britixo
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