Using Activity Hub

Activity Hub brings all your Botkeeper activity together for easy access and a comprehensive view you can customize.

Activity Hub brings all your Botkeeper activity together for easy access and a comprehensive view you can filter. It centralizes all actions across Work, Documents, Bot Review*, Auto Bank Rec, and Transaction Manager.

1. Choose "Activity Hub" from the left navigation.
   
   
2. Your default display filters activities to you, over the last 7 days.
   NOTE: Here, the user shown has no activities in the past week, so the Activity display is empty.
   
3. Use the filters to find the activities you need to review. Your options include filtering by Client, Comments To a specific person, Comments From a specific person, Date, Module (Work, Documents, Auto Bank Rec, and/or Transaction Manager), Activity Type (All, Comments, Document Move or Document Uploaded), Document Uploaded By (All or a specific user's name), Document Moved By, or Status (any combination of Unread, Unresolved, Read, Resolved). You can also Search for a comment by any of the content it contains.
   
   
4. To see ALL activities across all your viewable clients, set Date to "Anytime," and clear all other filters:
   
   
5. Longer selections will have a blue View More indicator in the lower left of the comment tile.
   
   
   
   You can click this indicator to expand the selection. Once expanded, you can click the blue View Less indicator that will appear in the lower left of the expanded tile:
   
   
   
   
6. Each comment tile will have indicators on the right to let you know if the comment has been READ and/or RESOLVED. These indicators remain a light gray when neither action has occurred, and turn blue when the comment has been read, resolved, or both:

                                
                  Neither read nor resolved.                              Both read and resolved.

When an indicator is blue, you can hover over it with your pointer to get more details:

 

You can also sort unresolved comments by their read status. The default order will start with the most recently read comment.