Task Audit Panel
Overview
The Task Audit Panel shows task-related audit information directly inside a task page.
What this feature does
It helps staff understand recent task changes, related activity, and audit context while working on the task.
Why it is useful
- It helps team members understand who changed a task and when.
- It improves accountability for status, assignment, priority, and deadline changes.
- It reduces switching between the task page and the central Activity Log.
Who should read this?
Staff User, Project Manager, RISE Admin.
Where to find it
RISE CRM → Tasks → Open a task → Audit panel or history area.
How to use it
- Open a task in RISE CRM.
- Find the audit or history panel.
- Review recent task events.
- Open details or diffs where available.
- Use Activity Log if advanced investigation is required.
Example workflow
A task deadline was moved. The project manager opens the task and checks the audit panel to see who changed the deadline.
Screenshot
Screenshot required
Capture from: RISE CRM → Tasks → Open Task → Audit Panel
Capture from: RISE CRM → Tasks → Open Task → Audit Panel
Common mistakes
- Expecting task audit data to appear when task tracking is disabled.
- Using the panel as a full report instead of a quick record-level context view.
- Confusing comments with audit history.
Related articles
- Entity History Tabs
- Understanding Change Diffs
- View Tracking on Entity Pages
