Overview
Activity is your daily starting point in Turris: the left side shows everything that needs your attention as a prioritized to-do list, and the right side is a running log of everything happening across your distribution network. Open it first thing in the morning to clear your backlog and to catch up on what changed overnight.
What is Activity?
Activity pulls your open work and your network's recent events onto a single screen so you never have to hunt through individual pages to find what needs doing. It answers two questions at once: "What do I need to act on?" and "What just happened?"
Who uses it. Licensing and compliance managers at a carrier, MGA, or wholesaler who own the day-to-day work of keeping appointments current, chasing license renewals, signing producer agreements, and reconciling compliance data across the agencies and agents they distribute through.
With Activity you can:
See your entire open backlog grouped by the type of work (license renewals, appointments, contracts, data quality, and more), so you can tackle one kind of task at a time.
Sort the backlog by your own priorities, so the urgent-and-important work surfaces first instead of getting buried.
Jump straight from a task to the exact page where you resolve it, instead of remembering where each kind of work lives.
Update or archive many tasks at once when you have cleared a batch of work.
Watch a live feed of network events (new agencies joining, licenses expiring, contracts executed, compliance syncs completing) and open the related work item directly from any event.
Accessing Activity
Activity is the first item in the left sidebar, marked with a pulse icon. A number badge on the Activity link tells you how many open action items you have right now; it refreshes on its own about every 30 seconds.
Open Left sidebar → Activity.
The page loads with two columns on a wide screen:
Action items on the left (about three-quarters of the width).
Event Log on the right.
The page header reads "What needs to happen, and what is happening across your network."
What's visible on the page
Element | What it shows |
Action items card (left) | Your open to-do items, grouped into collapsible category sections. The card header carries an icon, the label Action items, a one-line summary, and a N open badge. |
Event Log panel (right) | A scrollable, newest-first feed of recent network events. The header shows a bell icon, the label Event Log, and the current sort order. |
The Action items card changes color based on your backlog: it takes on a soft yellow (attention) tint whenever you have open items in the Active view, and stays a calm neutral gray when you are caught up or browsing archived history.
To work an item, expand its category section in the left column and either click the task title or its action button. To inspect an event, click any row in the Event Log to expand it.
Working Your Action Items
When you'd do this. Every morning, or any time the Activity badge shows new items, to clear the work Turris has queued for you.
Action items are grouped into collapsible sections by category (for example License renewals, Appointments, Contracts, Data quality). Only one section is open at a time; opening another collapses the previous one.
Open Left sidebar → Activity.
In the Action items card, find the category you want to work and click its header to expand it. Each header shows:
A checkbox to select every item in the category at once.
The category icon and name.
A count badge with the total number of items.
A "N high priority" note when some items fall in your top priority.
A ? help button that reveals a one-line description of the category.
The section expands and loads its items. Scroll to the bottom to automatically load more.
For any item, you can:
Click the item title (or its blue action button on the right, labeled with the next step) to jump to the page where you resolve it.
Tick the checkbox on the left to add it to a bulk selection.
Each row also shows a short detail line (entity name, state, NPN, line of business, agent count, or CE hours where relevant), a due-date pill, and a status badge.
Note: By default the card shows only items in the Todo status, so you open straight onto your live backlog. Completed and in-progress items are one filter click away (see Filtering and Searching).
Updating Items in Bulk
When you'd do this. You have finished a batch of related work (say, you renewed five licenses) and want to mark them done or clear them off your list in one move.
In an expanded category, tick the checkbox on each item you want to act on. The bulk bar at the top of the list activates and shows "N selected".
To select every loaded item in the open category at once, click Select all on page (N).
Choose an action:
Click Change status, then pick Mark as todo, Mark as in progress, or Mark as done.
Click Archive to move the selected items into archived history.
Click the X to clear your selection without making a change.
Note: Some items are system-managed and cannot be archived; their checkboxes are disabled and they are skipped if they fall inside a bulk action.
Reviewing the Event Log
When you'd do this. To catch up on what changed across your network: a new agency onboarding, a license that expired, a contract that was executed, or a compliance sync that finished.
Look at the Event Log column on the right. Events appear newest first as a single chronological feed.
An unread event shows a bold title and a blue dot on the right edge.
Click any event row to expand it. On first open, an unread event is automatically marked as read.
The expanded view shows:
The full title and subtitle.
A list of the event's underlying details (entity name, NPN, license number, and similar), each with a copy button.
A View details → link that opens the relevant page when one applies.
If the event created a follow-up task, a circular arrow icon appears on the row. Click it to jump to the Action items column, automatically filtered to the related item(s).
The footer shows how many events you are viewing out of the total (for example "50 of 218 events").
Filtering and Searching
Both columns have their own controls. The Action items card has a search box and a Filters button in its header; the Event Log has a Filter button in its header. Each Filters button shows a small count badge when any filter is active, and a Clear all link inside the popover resets them.
Action items filters
Filter | Type | Purpose | Example use |
Search | Text box | Match items by title or description. | Type |
Filter by priority | Pill toggles | Narrow to one or more priority quadrants: Do, Decide, Share, Postpone. | Click Do to see only your urgent-and-important work. |
Filter by category | Pill toggles | Limit to one or more types of work (License renewals, Appointments, Contracts, and so on). | Reviewing appointments only? Select Appointments. |
Filter by status | Pill toggles | Show one or more workflow states: Todo, In Progress, Done. | Add Done to confirm what you have already cleared. |
Sort by | Pill toggles | Order items Newest first or Oldest first. | Pick Oldest first to clear your most aged backlog. |
Date range | Pill toggles | Limit to a recent window: All time, Today, Last 7 days, Last 30 days, This month, Last month. | Choose Last 7 days to focus on recent work. |
Show | Pill toggles | Switch between Active items and Archived history. | Pick Archived to find something you cleared earlier. |
The four priorities map to an urgency-by-importance grid you control yourself. To decide which category counts as Do versus Postpone, click the gear icon next to "Filter by priority" in the popover; it opens Settings → Action item priorities.
Event Log filters
Filter | Type | Purpose | Example use |
Sections | Pill toggles | Limit the feed to specific event categories your account receives (New Entity, Lifecycle, License, Contract, Compliance, Authorization, Corporate Registration, and more). | Select License Events to watch only license activity. |
Type | Pill toggles | Actionable (events that created an action item) or Log only (events with no follow-up). | Pick Actionable to see only events you may need to act on. |
Sort by | Pill toggles | Order events Newest first or Oldest first. | Keep the default Newest first for a running feed. |
Date range | Pill toggles | Limit events to a recent window (same presets as Action items). | Choose Today to review just this morning's activity. |
Note: The search box on the left column searches action items only. The Event Log has no free-text search; narrow it with the section, type, and date filters instead.
Status and Visual Indicators
Card and badge states
Color | Label | Meaning | What to do about it |
Yellow | Card tinted yellow, N open badge | You have open action items in the Active view. | Expand the categories and start clearing your backlog. |
Neutral gray | Card tinted gray, 0 open badge | You are caught up, or you are browsing the Archived view. | Nothing required. The empty state reads "You are all caught up." |
Action item priority accent (left edge of each row)
Color | Priority | Meaning | What to do about it |
Red | Do | Urgent and important. | Handle these first. |
Blue | Decide | Important but not urgent. | Schedule time for these soon. |
Yellow | Share | Urgent but not as important. | Action or hand off promptly. |
Gray (darker) | Postpone | Neither urgent nor important. | Address when you have spare capacity. |
Gray (lighter) | Other | The category has no priority assigned yet. | Set a priority in Settings → Action item priorities so it sorts correctly. |
Action item status badge
Color | Label | Meaning | What to do about it |
Yellow | Todo | Open and not yet started. | Begin the work, or select and mark it in progress. |
Blue | In Progress | You have started it. | Finish and mark it Done. |
Green | Done | Completed. | No action; archive it to clear your list if you like. |
Due-date badge
Color | Label | Meaning | What to do about it |
Red | Overdue, [date] | The due date has passed. | Resolve immediately to avoid a compliance gap. |
Yellow | Due [date] | Due within the next two weeks. | Plan to complete it before the date. |
Neutral | Due [date] | Due further out. | Track it; no immediate action needed. |
Event Log unread indicator
Color | Indicator | Meaning | What to do about it |
Blue | Dot on the right edge plus a bold title | The event is unread. | Click the row to expand and mark it read. |
Frequently Asked Questions
Why does my Action items card only show some of my tasks? By default it is filtered to the Todo status, so it shows your open backlog. Open Filters and add In Progress or Done to see more, or pick the Done status to review completed work.
What is the difference between "archive" and "done"? Marking an item Done records that the work is finished but keeps it in your active list. Archive removes it from the active view entirely; you can still find archived items by switching the Show filter to Archived.
How do the Do, Decide, Share, and Postpone priorities get assigned? Each category of work is mapped to a priority by you, in Settings → Action item priorities. Items inherit the priority of their category. Categories you have not mapped show up as "Other".
An event in the log mentions a task. How do I find it? If the event created a follow-up task, a circular arrow icon appears on its row. Click it to jump to the Action items column filtered to that task.
Why don't I see an Event Log? The Event Log appears for carrier, MGA, and wholesaler accounts. If your layout shows only a single column, your account type does not receive network events.
How current is the Activity badge in the sidebar? It reflects your open action items and refreshes automatically about every 30 seconds, so it stays close to real time without a page reload.
Best Practices
Start your day on Activity. Clear the red Do items first, then work down through Decide and Share. The page is built to be your morning triage screen.
Tune your priorities once, benefit daily. Open Settings → Action item priorities and map each category to the right quadrant. A few minutes there makes the backlog sort itself for every future visit.
Use bulk actions after a work session. When you finish a batch of related tasks, select them and Mark as done or Archive in one move instead of clearing them one at a time.
Filter before you scroll. On a large backlog, narrow by category or date range first so you are working a focused list rather than the entire queue.
Treat overdue (red) due-date badges as compliance risks. An overdue license renewal or appointment can mean a lapse; resolve red badges before anything else.
Follow event-to-task links. When the Event Log surfaces a circular arrow on an event, use it to land directly on the work that event created instead of searching for it.
Need Help?
If you have questions about Activity or encounter any issues, contact our support team at support@turris.com.