---
title: "Activity Log"
slug: "activity-log"
updated: 2025-11-13T18:06:29Z
published: 2025-11-13T18:06:29Z
canonical: "help.cenpoint.com/activity-log"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Activity Log

Activity Log is broken into two parts

1.Alerts

2. Notes

## Activity Log on Desktop

#### 1. Alerts

Under the Activity Log tab on the job is Alerts and Job Notes.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/3(4).jpg)

Adding an alert is a handy way to remind you of things that need to be done on the job, such as picking up equipment or making a follow up phone call.

Alerts are only seen by users who use the desktop application, alerts are not seen on the mobile app.

Allerts will be assigned to a specific person that you select via a dropdown. Fill out the "To Do" field and select a time and date to schedule the alert.

To see a report of all alerts go to Reports → Alerts

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1614795104114.png)

For more information on alerts follow the link below.

[Alerts](https://help.cenpoint.com/docs/alerts)

#### 2. Add Note

Notes are a great way to keep tabs on the Job.

Add Note, select the category, add a note or click the ellipsis for predefined notes, and choose if you want this note to create a user log.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/5(1).jpg)

a. To View the User Log go to Reports → User Log.

For more information on the User Log follow the link below.

[User Log](https://help.cenpoint.com/docs/user-log)

b. For more information on Predefined Notes follow the link below.

[Predefined Notes](https://help.cenpoint.com/docs/predefined-notes)

c. To customize the notes categories go to:

File → List Management → Misc → Picklist Data → find the Note Categories.

Add your custom categories along with a 4-digit code and order the list to your liking.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/7.jpg)

## Activity Log on Portal

#### 1. Alerts

Under the Activity Log tab on the job is Alerts and Job Notes.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/52(5).png)

Adding an alert is a handy way to remind you of things that need to be done on the job, such as picking up equipment or making a follow up phone call.

Alerts are not seen on the mobile app.

Allerts will be assigned to a specific person that you select via a dropdown. Fill out the "To Do" field and select a time and date to schedule the alert.

To see a report of all alerts go to Reports → Alerts

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-VOCB0DFE.png)

For more information on alerts follow the link below.

[Alerts](https://help.cenpoint.com/docs/alerts)

#### 2. Add Notes

Notes are a great way to keep tabs on the Job.

To add a note click the “Add….” button. The option to add a Note or add an Alert will appear. Please select the “Add Note” option.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/52(5).png)

Simply enter in your note and click “OK” to save it. Click on the ellipsis in the corner to select a predefined note if you so desire.

You can select a category that this note should fall under.

You can also click the checkbox in the bottom left corner to create a User Log for this note.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/53(4).png)

a. To View the User Log go to Reports → User Log.

For more information on the User Log follow the link below.

[User Log](https://help.cenpoint.com/docs/user-log)

b. For more information on Predefined Notes follow the link below.

[Predefined Notes](https://help.cenpoint.com/docs/predefined-notes)

c. To customize the notes categories go to:

More → List Management → Misc → Picklist Data → find the Note Categories.

Add your custom categories along with a 4-digit code and order the list to your liking.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-ZYIVF601.png)