Activity History Event List
This article outlines all of the events you can see in the History, with explanations.
📝 Note: If you're looking for how to access the Activity History, visit our Viewing Client Activity in the Activity Log article!
🚪 Visits & Logins
| Event Type | Event Text | When It's Logged |
| Client first visit | [client email] visited the project for the first time | The first time a client opens the project in their portal. |
| Client visit | [client email] visited the project | Every time the client opens the project in their portal. |
| Firm user visit | Firm user [firm user name] visited the project | Someone at the firm opens the client's view of the project to preview what the client sees. |
| Truss Support visit | [Truss support email] visited the project as [firm user] | A Truss support team member views the project while helping the firm. The entry has an info icon explaining this. |
| Manual login code generated | [firm user] generated a manual OTP code for [client email] | A firm user creates a one-time login code for a client who can't get their usual sign-in code. |
| Manual login code used | [client email] verified with a manual OTP code | The client signs in using that code. |
🗃️ Tasks & Files
| Event Type | Event Text | When It's Logged |
| Task status changed | [task] task changed from [old status] to [new status] by [person] | Any time a task's status changes, by anyone: the firm moves it, the client submits it, a signature or a viewed file moves it forward, or it's marked N/A. Statuses read TO DO, PENDING REVIEW, or APPROVED. When Truss changes the status automatically, it leaves off the "by" part. |
| Task added by client | [client] added task [task name] | The client adds a task in their portal, or creates a new task while moving a file. |
| Task deleted | [firm user] deleted task [task name] | A firm user deletes a task, one at a time or several at once. |
| Task marked N/A by client | [client] marked [task] task Not Applicable | The client marks a task as Not Applicable. |
| Task unmarked N/A by client | [client] unmarked [task] task Not Applicable | The client turns Not Applicable back off. |
| Task marked N/A by firm user | [firm user] marked [task] task Not Applicable | A firm user marks a task as Not Applicable. |
| Task unmarked N/A by firm user | [firm user] unmarked [task] task Not Applicable | A firm user turns Not Applicable back off. |
| All tasks approved | [firm user] marked all tasks approved | A firm user uses "Move all to approved." |
| File uploaded | [uploader email] uploaded a file to [task] | A client or firm user uploads a file to a task. This includes firm AI uploads (auto-sort), files resubmitted through Truss Prep, and Truss's AI moving an unsorted upload into the task it belongs to. |
| File viewed | [client email] has seen all files for [task] | The client first opens or downloads the files in a "share files" task while it is still To Do. The task also moves to Pending Review, so a status-change entry appears too. |
📧 Emails & Texts
| Event Type | Event Text | When It's Logged |
| Invite email sent | Sent project invite email to [client email] | Projects are created in bulk from Contacts or Entities (and not saved as drafts), and the client is invited. |
| Reminder email sent | [email type] email sent by [sender] to [client email] | Truss sends one of the tracked client emails below. The entry starts with the email type. |
| Project reminder | Project reminder email sent by [sender] to [client email] | The automatic "tasks due soon" reminder ("You have tasks from [firm] that are due soon"). |
| Scheduled | Scheduled email sent by [sender] to [client email] | A scheduled or bulk email the firm sent to the project. |
| Update client | Update client email sent by [sender] to [client email] | The firm sends the "Update client" email. |
| Magic link | Magic link email sent by [sender] to [client email] | The "New document requests from [firm]" email with a one-click sign-in link. |
| New project | New project email sent by [sender] to [client email] | The email a client gets when a combined workflow project is set up for them. |
| Reminder text sent | Project reminder sms sent to [phone number] | A scheduled text message is sent to the client. |
| Payment reminder sent | Payment reminder email sent to [client email] | Truss sends an automatic payment reminder. |
| Onboarding email sent | Onboarding email sent to [client email] | Truss sends the client onboarding email ("Next Onboarding Steps"). |
| E-signature reminder sent | Esignature Reminder email sent to [client email] | Every e-signature request email to a client: the first request, and each Remind or Resend. Not logged when the signer is a firm user. |
| Email opened | [client name (email)] has opened a [email type] email | The client opens one of the tracked emails above. |
| Email bounced | [client name (email)] [email type] email bounced | The email could not be delivered to the client's address. |
✒️ E-signatures
| Event Type | Event Text | When It's Logged |
| E-signature viewed | [E-Signature] [document name] has been viewed by [signer name (email)] | A signer opens the document to review it. |
| E-signature signed | [E-Signature] [document name] has been signed by [signer name (email)] | A signer signs the document. |
| E-signature completed | [E-Signature] [document name] is completed | Everyone has signed and the document is complete. |
| E-signature expired | [E-Signature] [document name] expired | The request expired before it was fully signed. |
| E-sign downloaded | [E-Signature] [document name] has been downloaded by [client name (email)] | A client opens or downloads the e-signature task's file. Downloads by the firm's own users are not logged. |
| KBA reset | KBA Reset issued for [client email] | A firm user clicks Remind on an e-signature after the client has started identity-verification questions (KBA). Truss resets their attempts so they can try again. |
🛠️ Project Changes
| Event Type | Event Text | When It's Logged |
| Status changed | Project status changed to [status] by [firm user] | A firm user sets the project's custom status, on one project or in bulk. |
| Owner changed | Project owner changed to [new owner] by [firm user] | The project owner is reassigned, on one project or in bulk. |
| Archived | Project Archived by [firm user] |
The project is archived |
| Unarchived | Project Unarchived by [firm user] | The project is unarchived |
| Watcher added | [changed by] added [name] as a watcher | Someone is added as a watcher: through Manage watchers, a team-role assignment, the Watch button, or a team-roles CSV import. Groups appear as group "[name]"; team roles appear as "[name] ([role])". |
| Watcher removed | [changed by] removed [name] as a watcher | Someone is removed as a watcher, through any of the same routes. |
| Reminder schedule changed | [firm user] changed reminder schedule to [schedule] | The project's reminder schedule changes, from the project, in bulk, or through an integration. Values include Standard, All Off, Project Off / Payment On, Custom, Custom Schedule, and the firm's named presets. |
📒 Internal Notes
| Event Type | Event Text | When It's Logged |
| Note added | [firm user] added an internal note [on task X] — "[start of note]…" | A firm user adds a project note. The entry also says where it came from when that applies: via the API, via an agent, from the contacts panel, or copied from last year's project. |
| Note edited | [firm user] edited an internal note… | A note is changed. Edits the same person makes within one minute are combined into one entry. |
| Note deleted | [firm user] deleted an internal note… — "[start of note]" | A note is deleted. |