Activity is your home base for compliance work: one screen that answers both "what do I need to do?" and "what just happened across my network?" The left side is a prioritized list of action items the platform created for you (a license about to expire, a compliance record to reconcile, a background question to answer), each with a button that jumps straight to the screen where you resolve it. The right side is a live Event Log of everything that has occurred across your agencies, agents, markets, and contracts.

Activity is where you start your day instead of clicking through Markets, License Management, Corporate Registrations, and every other page looking for outstanding work. The platform watches your data continuously, turns anything that needs a human into an action item, and drops a running record of network events into the Event Log so you never have to go hunting for "what changed."

Who uses it. Compliance and licensing managers, operations staff, and owners at downstream entities (Agencies, MGAs, TPAs, IMOs, and similar). Anyone responsible for keeping the organization's licenses, appointments, contracts, corporate registrations, and compliance data current uses this page as their daily worklist and audit trail.

What you can do here:

From anywhere in the app: Left sidebar → Activity. Activity is the first item in the sidebar; when you have open action items, a count badge sits next to the label so you can see the size of your backlog without opening the page. The badge refreshes automatically every 30 seconds.

The page loads as a two-column layout on wider screens. The header reads Activity with the subtitle "What needs to happen, and what is happening across your network."

What's visible on the page:

To work an individual item, click the item's title or its action button (the colored button at the right end of the row), or expand a category section first to reveal its rows. To inspect an event, click anywhere on its row in the Event Log to expand it.

When you'd do this. It's the start of your day (or week) and you want to clear the compliance work the platform has queued for you without missing anything urgent.

Tip: The N open badge and the sidebar count both reflect the same number. When the card chrome turns from yellow to neutral and the badge reads 0 open, your active backlog is clear.

Note: Each row's second line is context about what the item concerns (entity name, jurisdiction, NPN, line of business, agent count, or continuing-education hours), so you can recognize the item without opening it.

When you'd do this. You've worked several related items and want to mark them done together, or you want to clear a batch of items you've decided not to act on right now.

Note: Archiving is not the same as resolving. An archived item is hidden from the active list but the underlying compliance condition is unchanged; archive items you've decided to set aside, not ones you've actually fixed.

When you'd do this. Something changed in your network (a license renewed, a policy expired, a contract was signed, a compliance sync ran) and you want to confirm it happened and see the details.

Tip: Use the Event Log's Type → Actionable filter to show only events that generated work for you, and Log only to show purely informational events.

The page carries two independent filter sets (one for Action items, one for the Event Log), plus a search box on the Action items card. Selections are saved to the page URL, so a filtered view can be bookmarked or shared.

Open the Filters button in the Action items header. The button shows a count of how many filters are active.

The gear icon next to Filter by priority opens Settings → Action item priorities, where you assign each category to a quadrant (this controls which items count as Do, Decide, Share, or Postpone). Use Clear all in the popover header to reset every action-items filter at once.

The Search box matches against the action item's title and description (case-insensitive; type at least two characters). Partial matches work.

Open the Filter button in the Event Log header.

Each action item carries up to three visual cues: a left-edge color stripe for its priority, a status badge, and (when applicable) a due-date badge. Events use an unread dot.

Why did an item disappear from my list after I resolved it? Action items reflect live conditions. Once the underlying problem clears (the license is renewed, the document is uploaded, the question is answered), the platform removes the item automatically. You do not mark these "done" yourself unless you're using bulk status as a working note.

What's the difference between archiving and marking an item Done? Archiving hides an item from the active list but does not change the underlying compliance condition; use it to set aside items you've decided not to act on now. Marking Done is a workflow status. Neither replaces actually resolving the item on its destination screen.

Where do the priority buckets (Do, Decide, Share, Postpone) come from? You assign each task category to a quadrant in Settings → Action item priorities (reachable via the gear icon in the Action items Filters popover). Categories you haven't assigned appear as Other until you place them.

Why is the Action items card yellow sometimes and gray other times? The card uses a yellow "needs attention" tint while you have open items on the Active view, and goes neutral gray when you're caught up or when you're browsing Archived history.

An event mentions an action item. How do I find it? Click the right-arrow icon in the event's row header. It filters the Action items column down to the item(s) that event created so you can act on them right away.

Do my filters and search stay if I navigate away and come back? Filter and search selections are stored in the page URL, so you can bookmark or share a filtered view. Returning to a clean Activity link shows the default unfiltered view.

If you have questions about Activity or encounter any issues, contact our support team at support@turris.com.