Every workflow keeps a chronological Timeline of everything that has happened — status changes, item edits, assignments, comments, file uploads, billing actions, and member changes. It is the audit trail you reach for when answering "who did what, when?".

  1. Open the workflow.
  2. The Timeline card appears in the sidebar of the workflow detail page (look for the clock icon).
  3. Entries are shown newest first. Each entry includes:
  • Timestamp — date and time in your timezone.
  • Actor — the team member who triggered the action (or System for automated events like scheduled status changes).
  • Description — what happened (e.g. "Changed status from In progress to Completed", "Added comment", "Uploaded receipt.pdf"*).
  • Related link — for events tied to a specific item, comment, or file, a clickable link jumps you straight to it.
  1. Scroll to load older entries — the timeline is paginated for performance.

The timeline is read-only. You cannot edit or delete entries; that is what keeps it trustworthy as an audit record.

What gets recorded

  • Workflow created, cloned, archived, completed, reopened, deleted.
  • Status and sub-status changes, including the previous value.
  • Item additions, edits, reorders, and deletions (in Edit Mode).
  • Owner and assignee changes.
  • Comments added or removed (the content is preserved).
  • Files uploaded or deleted.
  • Time entries linked to the workflow.
  • Invoices created from the workflow, voids, and credit notes.
  • Sharing actions (magic link shared, opened by client).

Filter what you see

Click the filter icon in the timeline card to narrow by event type — for example "only show status changes" when you are answering a question about progress, or "only show comments" when reviewing a conversation.

Tip: The timeline is the fastest way to answer questions during reviews and audits. Click the filter, narrow to the event type you need, and the page does the rest — no scrolling through unrelated noise.

Note: Timeline events are kept for the lifetime of the workflow. Even after a workflow is completed, the history remains accessible so you can prove what happened months or years later.