Activity

Track running and completed background processes in your project

What is the Activity Panel?

The Activity panel gives you real-time visibility into background processes running in your project — such as syncs, matching jobs, and data extraction tasks. You can see which tasks are currently running, which have completed, and which have failed.

Opening the Activity Panel

Click the Activity icon (a pulse/activity waveform) in the top-right of the project header. A side panel slides in from the right listing all recent activity for the current project.

A small dot appears on the Activity button whenever one or more processes are currently running, so you can tell at a glance when work is in progress.

Reading Activity Items

Each entry in the panel shows:

Element	Description
Label	A description of the task that ran (e.g., “Sync assets”, “Match recordings”)
Status	Current state of the task
Started	Date and time the task began
Duration	How long the task took, shown once it completes

Status indicators

Status	Indicator	Meaning
Running	Animated pulsing dot	The task is currently in progress
Completed	Green dot	The task finished successfully
Failed	Red dot	The task encountered an error

Activity Log Order

Activity items are grouped by time period and listed newest first within each group:

Group	Timeframe
Today	Activities started today
Yesterday	Activities started yesterday
Last Week	Activities from the past 7 days
Last Month	Activities from the past 30 days
Last 3 Months	Older activities, up to 3 months ago

The Activity panel only shows activity from the last 3 months. Older records are not displayed.

Grouping by Activity Type

Within each time period, runs are further grouped by activity type (e.g., “Match recordings”, “Scan statement”, “Export contracts”). Each group header shows:

• The activity type name
• A count badge with the number of runs in that group
• A Running label when one or more runs are still in progress
• A small dot when the group has unseen completed runs

Groups auto-expand when they contain a running activity. Click a header to collapse or expand it.

Expanding an Activity for Details

Each activity row has a Status section that you can expand for more context about a single run:

Detail	Shown when
Linked file	The run is tied to a contract or statement — click to open it in a new tab
Error	The run failed — shows the error message
Skipped	The run was skipped — shows the reason
Message	The run produced a single status message
Key/value summary	The run reports counts or settings (e.g., recordings processed, suggestions found, contracts matched)

Related

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