Latest Activity is a single timeline of everything that's happened on a supplier, contract, sourcing activity or savings record: notes, emails, calls, meetings, tasks, documents and system notifications, newest first. It's on the Latest Activity tab of supplier, contract and savings records, and on the Overview tab of a sourcing activity, below the invited suppliers.
Before you start
What's on the card
Area | What it shows |
Log Activity | Top right. Choose Note, Email, Call, Meeting, Task or Document to log a new entry. |
Filter chips | All, Note, Email, Call, Meeting, Task, Document and Notification. Notification shows only events oboloo has recorded, such as approvals and status changes. |
Each entry | A coloured type badge, the title, who created it and when, details such as a call's contact or a task's due date, a preview you can expand, and the creator's picture or initials. |
Three-dot menu | Edit and Delete, shown only on entries you created. System notifications can't be edited or deleted. |
Log an activity
Click Log Activity
Choose the activity type.
Fill in the fields
Type | Required | Optional and notes |
Note | Title, Body | Type @ in the body to mention one of the record's owners. |
Direction, Subject, From, To, Date, Body | Inbound: From is a supplier contact and To is an email address. Outbound: the other way round. | |
Call | Title, Supplier Contact, Date, Notes | Duration, for example 30 mins. Type a name if the contact isn't listed. |
Meeting | Title, Date, Attendees, Notes | Transcript. Attendees is free text, so you can include people who aren't oboloo users. |
Task | Title, Assigned User, Due Date | Description. |
Document | Title, Files | Notes. Allowed: pdf, docx, xlsx, pptx, txt, up to 20 MB per file. |
Dates default to today. Change them if you're logging something that happened earlier, so the timeline stays in order.
Click Save
The entry appears at the top of the timeline.
What happens next
@mentions: owners you mention in a note are emailed. When you edit a note, only newly added mentions are emailed.
Tasks: the assigned user is emailed with a link to the record. Tasks start as Open, and only the assigned user sees a tick box to complete them. When they do, the task shows Complete and the person who created it is emailed.
Editing and deleting: only the person who created an entry can edit or delete it.
What you can do from here
To… | Do this | Guide |
Store a document that needs approval or renewal tracking | Use the record's Documents tab, not a Document activity | |
See who changed a field and when | Open the record's Change Log tab | |
Set your own reminder on a record | Create a custom notification |
Common questions
Why does the save button say Upgrade?
Activity logging for that module needs its Plus plan. You can still read the timeline. See Plus Plans.
Why can't I see Log Activity, or Edit on an entry?
You need Edit access to the record, and it mustn't be a demo record or restricted to owners you're not one of. Edit and Delete only appear on entries you created.
Why can't I mark a task complete?
Only the user the task is assigned to can complete it.
Who can I @mention?
Only the record's owners. To mention someone else, add them as an owner first. See Supplier Owners.
My email address isn't accepted in From or To
Free-typed From and To fields must be valid email addresses, such as name@company.com.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.