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.
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.
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.
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.



