Messages (Basic): View Client Task History/Audit Trail

You’ll always be able to find out what has happened with a task in your chat threads. TaxDome’s Task Audit Trail allows you to track when someone has…

• …added a client task to a chat thread.
• …resent a notification on a message.
• …deleted a client task from a chat thread.
• …marked a client task as completed.

To view a task’s history in a chat thread, go to Messages in the client’s profile, select the thread, click on the three-dots icon at the top right, then click Task Audit Trail.

You’ll always be able to find out what has happened with a task in your chat threads. TaxDome’s Task Audit Trail allows you to track when someone has…

• …added a client task to a chat thread.
• …resent a notification on a message.
• …deleted a client task from a chat thread.
• …marked a client task as completed.

To view a task’s history in a chat thread, go to Messages in the client’s profile, select the thread, click on the three-dots icon at the top right, then click Task Audit Trail.