Tracking Task Views
Overview
Task view tracking records when supported task pages are opened by users.
What this feature does
It adds visibility into who accessed task details before or after task updates.
Why it is useful
- It helps understand task review behavior.
- It supports investigations around task status or deadline changes.
- It can provide context for project management decisions.
Who should read this?
Project Manager, Staff User, RISE Admin.
Where to find it
RISE CRM → Tasks, then Rise Audit Pro → View Log.
How to use it
- Open a task as a permitted user.
- Open Rise Audit Pro → View Log.
- Filter by task entity or user.
- Review the task view events.
Example workflow
A task priority changed unexpectedly. The project manager checks which users viewed the task before the update.
Screenshot
Screenshot required
Capture from: RISE CRM → Open Task, then Rise Audit Pro → View Log
Capture from: RISE CRM → Open Task, then Rise Audit Pro → View Log
Common mistakes
- Confusing task comments with task view events.
- Assuming every task list view creates the same record-level view event.
- Using task view events without considering normal team workflow.
Related articles
- Task Audit Panel
- Tracking Record Views
- Activity Log Overview
