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Track Job Activity & Audit History

Learn how to view the complete activity history of a Job. Track status changes, user actions, communications, approvals, and other key events to understand what happened, when it happened, and who performed each action.

Hoops includes a comprehensive Activity tracker on both SalesDocs and Jobs, providing a complete audit trail of activity throughout the sales and production lifecycle.

The Activity tab automatically records important events as they happen, giving teams full visibility into customer communication, workflow actions, status changes, accounting updates, and automation activity.


A Complete History of Every Job

Every Job and SalesDoc contains an Activity tab that continuously updates as work progresses.

Snapshot

Rather than relying on manual notes or separate systems, Activity automatically captures the history of actions performed within Hoops, helping teams understand exactly what has happened and when.


Track Workflow Events and Actions

The Activity tracker records a wide range of operational events including:

  • Job creation

  • SalesDoc creation

  • Status changes

  • Artwork uploads

  • Proof approvals and rejections

  • Invoice creation

  • Purchase Order activity

  • Accounting updates

  • Automation activity

  • User actions and system events

This creates a detailed timeline that can be reviewed at any time.

Snapshot


View Email and Customer Communication History

The Activity tracker also records customer communication sent through Hoops.

For emails, Activity can display information such as:

  • Email recipients

  • Subject lines

  • Date and time sent

  • Email content

This makes it easy to verify when communication occurred and exactly what information was sent to the customer.

Click the arrow to expand any activity to see more context.

Snapshot


Monitor Accounting and Automation Activity

Activity also provides visibility into accounting and automated workflow events.

Examples include:

  • Invoices being created

  • Invoices being sent to accounting platforms

  • Invoice status updates

  • Payment-related changes

  • Automation rules triggering

  • Automated emails and notifications being sent

This helps teams understand how operational workflows, accounting processes, and automations interact throughout the lifecycle of a SalesDoc or Job.


Benefits of Using Activity Tracking

Using the Activity tab helps businesses:

  • Maintain a complete audit trail

  • Improve team visibility

  • Track customer communication

  • Monitor workflow progress

  • Verify accounting activity

  • Review automation history

  • Improve accountability across teams

By centralizing all activity into a single timeline, Hoops makes it easy to understand the history and current state of any SalesDoc or Job without needing to search through emails, notes, or external systems.

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