Use the Activity Center

Short summary

The Activity Center gives you one inbox-style view of document activity across a Workspace. You can filter activities, open details, review timelines or conversations, and reply from the same place.

When to use this feature

Use the Activity Center when you want to:

• Review recent Client and Team activity.
• Filter activity by Workspace, Team Member, activity type, or date.
• Open a Document timeline from an activity.
• Reply to a Client message or add an internal Team Comment.
• Track unread activity without refreshing the page.

Step-by-step instructions

1. In the Business Portal, go to Menu → Activity Center.

▶ Watch video: Open and review Activity Center

1. Use the top filters to narrow the feed by Workspace, member, or date.

!Screenshot: Filter and open activity

1. Select an activity type in the left sidebar, such as "Viewed", "Signed", "Messages", or "Comments".

1. Select an activity in the feed. The detail panel opens on the right and the activity is marked as read.

1. Review the "DOCUMENT TIMELINE" or conversation details.

1. To open the related Document, use "View" or "Edit".

1. To send a Client-facing message, type in "Send a message about this proposal..." and select "Send".

1. To add an internal Team Comment, select "Add comment", write your comment, and send it.

Notes & limitations

• The default date filter is "7 days".
• Filters are saved per user, per session, and per context.
• The Activity Center, Workspace sidebar, and Document activity view each keep their own filter selections.
• Some activity types are shown only when relevant to the current Workspace type.
• New activities appear at the top of the feed without refreshing.
• Opening an activity marks it as read.
• In a Workspace, the activity panel collapses one stage at a time when you click outside it or press Escape.
• On screens below 1200px, the detail panel overlays the Workspace board.

Troubleshooting

Q: I do not see "Upgrades" or "Paid" in the sidebar.

A: These activity types only appear when they are relevant to the current Workspace type.

Q: My feed is empty after applying filters.

A: The empty state shows "No [type] activities in the last [time range]." Change the activity type, member, Workspace, or date filter.

Q: Why did the unread dot disappear?

A: Activities are marked as read when you open them in the detail panel.

Q: Why did my filters not reset after leaving the page?

A: Filter selections are saved per user, per session, and per context.