Task Audit Trail

Task Audit Trail

Overview

The Task Audit Trail provides a detailed history of changes made to individual tasks and their assignments. While the main Audit Log captures high-level task events, the Task Audit Trail offers granular visibility into the complete lifecycle of each task—from creation through completion or deletion.

This is particularly useful for:

  • Investigating task assignment issues

  • Understanding how dynamic tasks evolve over time

  • Tracking deadline changes and their reasons

  • Auditing compliance-related task completions


Pre-requisites

Role Requirements

Access to the Task Audit Trail requires:

  • Owner – Full access

  • Admin – Full access


Quick-Start Guide

Step 1: Navigate to the Task Log

From the sidebar navigation, click Manage, then select Tasks to open the Task Log.

Step 2: Find the Task

Use the filters to locate the specific task you want to investigate:

  • Filter by User to find tasks assigned to a particular person

  • Filter by Content to find tasks related to specific items

  • Filter by Status to narrow down by completion state

Step 3: View the Audit Trail

Click the three-dot menu on any task row, then select Audit Trail to view the complete history for that task.

Step 4: Review Task History

The audit trail displays all events in chronological order, showing:

  • What changed

  • Who made the change

  • When it occurred

  • Additional context where applicable


Functionality Breakdown

Tracked Events

The Task Audit Trail captures these specific events:

Event

Description

Event

Description

Created

Task was initially created

Updated

Task details were modified

Deleted

Task was removed (soft delete—record retained)

Deadline Updated

Task deadline was changed

Spawned

Task was automatically created for new team members

Deactivated

Task was deactivated (with reason)

Reactivated

Previously deactivated task was restored

Dynamic Delete

Task was removed due to dynamic rule changes

Dynamic Move

Task parent changed during reimplementation

Dynamic Task Events

For tasks with dynamic assignment rules, additional events are tracked:

  • Spawn under parent – When a task is automatically created for users joining a team or matching criteria

  • Dynamic reimplementation move – When task hierarchy changes due to rule updates

  • Dynamic delete – When a task is removed because the user no longer matches assignment criteria

Event Details

Each audit entry includes:

  • Timestamp – Precise time of the event

  • Actor – Who triggered the change (user, system, or integration)

  • Message – Human-readable description of what happened

  • IP Address – Where applicable, the originating IP


FAQs

Q: What's the difference between the Audit Log and Task Audit Trail?
The main Audit Log shows task events alongside all other platform changes. The Task Audit Trail is focused exclusively on a single task's history, with more detailed event tracking specific to task behaviour.

Q: Can I see who completed a task on behalf of someone else?
Yes. When an Admin marks a task as complete for a user, this appears in both the main Audit Log and the Task Audit Trail with full attribution.

Q: Why do some tasks show "Spawned" events?
Tasks with dynamic assignment rules automatically create new task instances when users join teams or match criteria. Each spawn is logged for full traceability.

Q: How long is Task Audit Trail data retained?
Task audit data follows the same 18-month retention policy as the main Audit Log.

Q: Can I export Task Audit Trail data?
Direct export is not currently available. Contact Support if you require audit data for compliance purposes.


Troubleshooting

Issue

Solution

Issue

Solution

Cannot see Audit Trail option

Verify you have Admin or Owner permissions

Task history seems incomplete

Check that events occurred within the 18-month retention window

"Spawned" tasks appearing unexpectedly

Review the parent task's dynamic assignment rules

Cannot find a deleted task

Use the Task Log filters to include deleted tasks in your search