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

1. Open a task in RISE CRM.
2. Find the audit or history panel.
3. Review recent task events.
4. Open details or diffs where available.
5. 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

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