Skip to content
ClientPress
  • Pricing
  • Features
  • Use CasesExpand
    • Coaches and Consultants
    • Employee Onboarding
    • Freelancers and Contractors
    • Teams Working With Outside Freelancers
    • Web and Digital Agencies
  • Contact
  • Log In
  • 0
ClientPress

Getting Started

7
  • Inviting a Client to Their Portal
  • Creating Your First Portal
  • User Roles Explained
  • Initial Setup Checklist
  • Plugin Overview — What ClientPress Does
  • Magic Login Links in Email Notifications
  • How to Link Clients to Their Portal

Navigation

1
  • How Client Login and Redirect Works

Assets, Files, and Deliverables

1
  • Portal Files — Browsing All Uploaded Files Across Portals

Client Setup

4
  • Onboarding — Guiding Clients Through Their First Steps
  • Managing Client Invitations
  • Assigning Project Managers to a Portal
  • Adding Sub-Clients to a Portal

Advanced

3
  • Uninstalling ClientPress — What Data Gets Deleted
  • Private File Storage and Security
  • Activity Log — What Gets Tracked and How to Use It

Automations and Integrations

5
  • REST API Overview
  • Connecting ClientPress to OttoKit
  • Connecting ClientPress to Make
  • Connecting ClientPress to Zapier
  • Using Webhooks with ClientPress

Features and Tabs

14
  • Onboarding — Guiding Clients Through Their First Steps
  • Docs — Adding Portal-Specific Client Documents
  • Guides — Creating and Assigning Global Support Docs
  • People Tab — Managing Portal Members
  • Tools & Links Tab — Building a Client Resource Board
  • Managing Deliverable Revisions
  • Deliverables — Sending Work for Client Approval
  • File Approval Workflow
  • Files Tab — Uploading and Managing Client Files
  • Calendar View — Visualizing Task Due Dates
  • Using the Kanban Board View for Tasks
  • Task Manager — Creating and Managing Tasks
  • Message Board — Topic-Based Team Discussions
  • Discussion Tab — Private Messaging with Clients

Notifications and Emails

3
  • Enabling or Disabling Admin Notifications
  • How Clients Can Manage Their Notification Preferences
  • How Portal Notifications Work

Portals and Hubs

6
  • Setting Portal Width and Layout per View
  • Configuring the Portal Landing Tab
  • Branding a Portal
  • Using Portal Templates
  • Managing Portal Status
  • Understanding Portals and Hubs (Child Portals)

Settings and Configuration

5
  • Setting Up the Login Redirect
  • Appearance Settings
  • Configuring Deliverable Categories and Revision Limits
  • Configuring File Upload Settings
  • Enabling and Disabling Portal Features Globally

Shortcodes and Theme

2
  • Customizing Portal Colors with the Theme Customizer
  • Shortcode Reference

Developer

5
  • ClientPress Hooks & Filters
  • ClientPress Outbound Webhooks
  • ClientPress Inbound Webhooks
  • ClientPress REST API
  • ClientPress Abilities API Integration
View Categories
  • Home
  • Support Documentation
  • Advanced
  • Activity Log — What Gets Tracked and How to Use It

Activity Log — What Gets Tracked and How to Use It

1 min read

ClientPress maintains an activity log for every portal, recording a chronological history of everything that happens. This gives you a clear audit trail of client interactions, file changes, task updates, and more.


What Gets Tracked #

The activity log records 22 event types:

Files

  • File uploaded
  • External file link added
  • File deleted
  • File approval requested
  • File approved
  • File rejected

Tasks

  • Task created
  • Task completed
  • Task reopened
  • Task deleted
  • Task status changed

Deliverables

  • Deliverable uploaded
  • External deliverable link added
  • Deliverable deleted
  • Deliverable sent for review
  • Deliverable approved
  • Revision requested

Communication

  • Discussion message sent
  • Message board topic posted
  • Message board reply posted

Access

  • Client invitation sent
  • Portal created

Each log entry records what happened, which user did it, and when.


Viewing the Activity Log #

The activity log is visible inside the portal editor in your WordPress admin:

  1. Go to Portals → All Portals
  2. Open any portal
  3. Scroll down to find the Recent Activity panel

The panel shows the 50 most recent events in reverse chronological order. Each entry shows an icon, a plain-language description of what happened, and a relative timestamp (e.g., “2 hours ago”).

If a portal has more than 50 events, a note at the bottom indicates the total count.


What Each Entry Shows #

Every activity log entry includes:

  • Icon — A visual indicator of the event type
  • Description — A human-readable sentence describing what happened (e.g., “Jane Smith completed Send contract”)
  • Timestamp — When the event occurred, displayed as relative time

Accessing Activity via the REST API #

The activity log is also available programmatically via the REST API for custom reporting or integrations:

GET /wp-json/cp/v1/portals/{id}/activity

Supports limit (max 100) and offset parameters for pagination. See the REST API Overview for authentication details.

Updated on June 9, 2026

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Private File Storage and SecurityUninstalling ClientPress — What Data Gets Deleted

Leave a ReplyCancel reply

Table of Contents
  • What Gets Tracked
  • Viewing the Activity Log
  • What Each Entry Shows
  • Accessing Activity via the REST API

Use Cases

  • Coaches and Consultants
  • Employee Onboarding
  • Freelancers and Independent Contractors
  • Teams Working With Outside Freelancers
  • Web and Digital Agencies

How We Compare

  • Market Comparison
  • ClientPress vs Client Portal
  • ClientPress vs. Asana
  • ClientPress vs. Basecamp
  • ClientPress vs. Microsft Teams
  • Clientpress vs. Clickup

Customers

  • Dashboard

Support

  • Documentation
  • Support
  • Changelog
  • Roadmap

Affiliates

  • Affiliate Program
  • Affiliate Dashboard
  • Affiliate Terms and Conditions

Legal

  • Privacy Policy
  • Terms of Service

© 2026 ClientPress

Review My Order

0

Subtotal

Taxes & shipping calculated at checkout

Checkout
  • Pricing
  • Features
  • Use Cases
    • Coaches and Consultants
    • Employee Onboarding
    • Freelancers and Contractors
    • Teams Working With Outside Freelancers
    • Web and Digital Agencies
  • Contact
  • Log In
  • 0

Notifications