Skip to main content

Activity

Jobs6 min read

Activity is the running record of the job: team messages, decisions, and system events, in order. Use it when you need the story. Use Plan when you need dates and dependencies.

When to use this

Use Activity for catch-up, client-visible notes, and turning a message into tracked work.

Use Site diary for the structured daily site record. Use Gantt to change durations and links.

Before you start

  • You can view activity on this job.
  • For convert actions, you also need permission to create a task, RFI, or variation.

Messages and other views

ViewWhat you see
AllEverything on the job
MessagesNotes people posted, including threads
RecordsLinked documents and logbook rows
ActionsItems waiting on someone
SystemEvents SiteHut recorded: quotes, variations, invoices, and similar

Post an update

Compose on Activity. Attach files where you need evidence. Internal is the default (workspace only). Everyone is the client-visible audience.

Catch up

Scroll by date. Switch to System when you want commercial events without the chat.

Turn a note into work

On a message, use the menu:

  • Create task… for something that needs an owner and a date
  • Create snag… for a defect
  • Create RFI… for a question to a consultant or trade
  • Create variation… when price or scope moved

Title and context prefill where the app can.

What done looks like

  • The decision is on Activity with a timestamp and author.
  • If it became work, a task, RFI, or variation exists and still points back at the note.
  • Internal chatter is not marked Everyone.

Common mistakes

  • Putting the only copy of a change in Activity and never raising a variation.
  • Using Activity as a diary. Weather, staff on site, and photos by date belong on Site diary.
  • Replying Internal in an Everyone thread, or the reverse.
Retract and My Work messages

You can retract a message posted in error. Give a short reason. Retract is for mistakes, not for rewriting history after a dispute.

Unread job messages also surface from My Work → Messages. The full thread is still on the job Activity tab.