Client Reviews and Activity Feed

Client Reviews

A client review is a structured check-in with the organisation's sponsor (your client, or your own leadership if you are in-house) that captures qualitative notes, agreed next steps, and the overall status of the engagement.

Creating a Review

1. Open a client record and navigate to the Reviews tab
2. Click New Review
3. Add review notes, key outcomes, and any agreed actions
4. Set the review status (e.g., In Progress, Complete)

Reviews are ordered by date and provide a running record of the engagement — useful for onboarding new team members or preparing for a quarterly review.

Review History

All reviews for a client appear on the Reviews tab in reverse chronological order. Each review shows the date, the author, and a summary snippet.

Activity Feed

The Activity page (/activity) shows a real-time feed of all significant events across your workspace:

• Surveys launched or closed
• Analysis runs completed
• Action plan items updated
• New roadmaps created
• Team member logins and assignments

Use the activity feed to stay aware of what your team is working on without having to check each client individually. Filter by client or by event type using the controls at the top of the feed.