India Audit Lens

Manage My Work, notifications, activity, and help

Use My Work for actionable items, Notifications for updates, and Activity Log for the auditable history of firm actions.

By India Audit Lens product team · Updated 2026-07-17

Work from My Work

Open Home → My Work. Choose List for compact review or Kanban for stage-based work. Select All, Tasks, Issues, Doc Requests, or Observations. Filter by assignee, client, engagement, due date, or status as available. Open an item and confirm its client/engagement before changing it. Move it through To Do, In Progress, Under Review, and Done only when the stated completion evidence exists.

Changing an item’s status does not automatically complete the underlying filing, audit test, or document review unless that workflow says so explicitly.

Review notifications

Click the header bell or open Notifications. Open an unread notification to reach the related record. Confirm the breadcrumb and record before acting, especially for statutory periods. Use the mark-read/caught-up action after reviewing the items.

Review the activity log

Open Home → Activity Log. Filter by actor, action, module/resource, or date. Open an event to review its detail and available before/after context. Use Export only for an authorised purpose and protect the downloaded file. Use Refresh when checking a recently completed action.

Activity records are evidence. Do not interpret an API request log as proof that an external statutory filing succeeded; use the acknowledgement or filing-history record.

Find help or send feedback

Open Help from the header or /help. Search by the action you want to perform, not only by module name. Open the relevant article and check its prerequisites and last-verified status. Use Send Feedback if a guide is unclear or the live labels differ. Do not attach client data, credentials, OTPs, or unredacted screenshots.

Activity Log with category, action, date, and resource filters above the event register.

Use the filters to narrow the audit trail. Actor names, times, resources, engagement references, and counts are masked.

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