Navigating to Workflow History
Open the Canvass tool
Tap a location pin on the map
When the location details sheet opens, scroll down past the action tiles
The Workflow History section appears as a collapsible card below the available actions
Understanding the Timeline
The workflow history displays a vertical timeline with two types of entries:
Action Entries
Each action entry shows:
Timeline indicator — A vertical line on the left connecting entries
User name — Who performed the action
Relative timestamp — How long ago the action was performed (e.g., "2 hours ago", "3 days ago")
Action name and icon — Which action was taken
Distance from property — How far the user was from the account's location when they performed the action (if location was tracked)
Stage Entries
Stage transition markers appear between action entries showing:
Stage icon — The icon configured for that stage
Stage name — The name of the stage the account entered
Sorting the Timeline
To change the sort order:
Tap the menu button on the history section header
Select Show oldest first or Show newest first
Your preference is saved for future sessions
Collapsing the Section
Tap the collapse toggle on the section header to minimize the history card. The collapsed state is saved between sessions.
Current Stage Quick View
At the top of the action area, you can always see the account's current stage and last activity — including the action name, who performed it, and when. If you performed the last action, an Undo button will also be visible here.