BoardTools docs
Audit log

Audit log

The board's append-only record of governance events — what it records, who can see it, and the history-starts-later caveat.

What's on the Audit log page?

Open Audit log from the navigation. It's your board's append-only record of governance events: who did what, to which record, and when. Entries can never be edited or deleted, so it stays a trustworthy history even years later.

Every entry shows the event in plain language — "Meeting created," "Document acknowledged," "Consent round ratified" — never the internal event code the platform stores underneath (hover or focus the event to see that raw code, if you need it for a support request). It also shows the record it affected — by name (a meeting's title, a document's title, a member's name, and so on), not an internal id, and linked straight to that record's page when one exists — the actor who did it (a member, or the system for automated actions like a scheduled reminder), and the old and new value for anything that changed. A record that's since been deleted, or one of a kind the log doesn't yet link to, still shows a readable label (its type plus a short id fragment) rather than a raw id. Likewise, a Details entry never shows a raw internal id — where the underlying record carries one (for example, which document version a consent round ratifies), it's kept available as a tooltip rather than printed as visible text. The When column renders in your board's own time zone (Settings → Board profile); hover or focus it to see the same instant in UTC, so the record always has one unambiguous clock available alongside the readable one. Use the filters above the table to narrow the list down to a specific event type, record type, member, or date range, and page through the results — filtering and paging both work from a shareable URL, so you can send someone a link to the exact slice you're looking at (the link itself still uses the internal codes, so a bookmarked or shared filter URL keeps working even as the on-screen wording evolves). The list updates on its own a moment after you change a filter — there's no need to click Apply (it's still there, and it's what runs the filter if JavaScript is off).

When you arrive here from a record's own History panel (see the next section), the list is filtered to just that one record, and a "Filtered to one record" note names it above the table with a Clear record filter link to drop just that filter and keep browsing everything else.

How do I export the audit log?

Select Export CSV above the list to download it as a spreadsheet-ready CSV file — the export always reflects whatever Event type/Entity type/ Member/From/To filters are currently active, across every matching event, not just the page on screen. Each row has the timestamp (in your board's own time zone, same as the on-screen "When" column), the actor, the event type, the entity type, the affected record's name, and a plain-text summary of what changed — the same information the on-screen table already shows, in human-readable text with no raw ids, ready for board-book or compliance review. A trailing Event code column carries the internal event code (the same one available as a tooltip on screen) for anyone who needs it, for example to search a support request — every other column keeps its position whether or not you use that one.

What kinds of events get recorded?

The audit log grows as the platform's governance features do. Today it covers things like:

  • Meetings & agendas — meetings created, updated, or canceled; agenda items updated, published, or unpublished.
  • Motions & votes — motions opened, closed, or withdrawn; votes cast; consent rounds opened, closed, or ratified; attendance recorded.
  • Documents — uploads, new versions, restored versions, deletions, folder moves, and tag changes.
  • Board & settings changes — saves to your board's profile, governance, meetings/voting, or branding settings, each with the old and new value for every field that actually changed. A save that doesn't change anything (you opened a tab and clicked Save without editing a field) doesn't add an entry.
  • Board lifecycle — a board created, or its deletion requested and completed.
  • Minutes — submitted for review, approved (adopted as the official record), reopened for correction, or exported.

This catalog keeps growing as new governance surfaces ship, so don't treat this list as exhaustive — the page itself always reflects what your board's history actually contains.

What do the event names mean?

The Event column and both filter dropdowns always show plain language, not the internal code — but if you're comparing the audit log against an export, an API response, or a support conversation, this is the vocabulary those internal codes translate to. A few representative examples per area:

AreaYou'll seeInternal code
MeetingsMeeting created / updated / canceled / completedmeeting.created / .updated / .canceled / .completed
AgendasAgenda published / unpublishedagenda.published / agenda.unpublished
Motions & votesMotion opened / closed; Vote castmotion.opened / motion.closed; vote.cast
Consent roundsConsent round opened / ratifiedconsent_round.opened / consent_round.ratified
DocumentsDocument uploaded / version restored / classification changeddocument.uploaded / document.version_restored / document.class_changed
MinutesMinutes submitted / approved / reopened / exportedminutes.submitted / minutes.approved / minutes.reopened / minutes.exported
Members & seatsMember added / removed; Invitation accepted; Seat updatedmember.created / member.removed; member.invite_accepted; seat.updated
CommitteesCommittee created; Committee member addedcommittee.created; committee.member_added
ElectionsElection created; Candidate nominated; Ballot createdelection.created; election.candidate_nominated; election.ballot_created
SettingsSettings updatedsettings.updated
Board lifecycleBoard created; Board deletion requestedboard.created; board.deletion_requested
DiscussionsDiscussion thread created / lockeddiscussion.thread_created / discussion.thread_locked

An event type the table above doesn't list still shows readably — unrecognized or newly added codes render as plain words derived from the code itself, never the raw dotted string.

Who can see it?

Only administrators and observers can view the Audit log — the same two roles the settings tabs' per-tab History panels are visible to. Observers exist specifically for auditors and counsel who need to review the governance trail without being able to change anything themselves; every audit-log view is read-only, with no edit or delete action anywhere on the page.

Why doesn't history go all the way back?

The audit log only records events from when audit logging was added to a given feature onward — it is not a reconstruction of everything that ever happened on your board. A record with no history yet simply hasn't had a logged change made to it since logging started for that area; it doesn't mean nothing happened, and the board itself may well predate this page.

How do I see just one record's history?

Beyond the settings tabs (below), a growing set of record pages carry their own collapsed-by-default History panel, so you don't have to leave the record and go hunting through the full log to answer "what happened to this one":

  • A document's own page, at the bottom.
  • A meeting's minutes, at the bottom of the Minutes tab.
  • A task's Edit dialog, below its fields.
  • A meeting's own Details tab, near the foot of the page.
  • Each motion, on the meeting's Motions & voting tab.

Each panel starts collapsed — expand it to load that record's slice of the log — and shows only what happened to that record: the same event, actor, and details columns as the full page, just pre-filtered and without the filter controls. A record with nothing recorded yet reads as "No recorded activity for this record yet" rather than a bare empty table. Select View in the audit log on any panel to open the full /audit page pre-filtered to that same record — it's the exact same immutable ledger this whole page describes, just narrowed to one row's worth of history; nothing about a record's history lives anywhere else. These panels are visible to the same administrators and observers who can see the full log (below) — anyone else sees the record's page with no History panel at all, not an empty one.

How does this relate to the settings History panels?

Each settings tab (board profile, governance, meetings & voting, branding) has its own History panel at the bottom, pre-filtered to that tab's own fields — the Governance tab's History only shows governance changes, and so on. It's the same underlying record as this page, just scoped to one tab and paginated once there are more than a handful of entries. See Settings for where that panel lives.

On this page