Change History
is a built-in audit trail feature in PartnerHQ that automatically tracks and records changes made to important records in your project.
This feature provides transparency and accountability by showing: who made a change, when the change occurred, and what values existed before and after the update.
Think of Change History as a detailed activity log that captures a complete before and after snapshot of every edit, giving you full visibility into how your project data evolves over time.
What Gets Tracked Change History automatically monitors changes across the following record types:
Record TypeWhat’s Tracked
OrganizationsName, status, contact information, and organization detailsIndividual PartnersPartner profile information and status changesTasks (To-Dos)Task settings, labels, due dates, instructions, and configurationsResourcesResource content, links, and visibility settingsInternal TasksInternal task settings and assignmentsTagsTag names, colors, and associationsCustom FieldsField configurations and settingsTask SubmissionsPartner responses and form field valuesTask Completion RulesAutomation rule configurationsMessagesCommunication record changes
How to Access Change History
Change History is available on the detail page of any supported record.
To view it:
The Change History section appears on:
Understanding the Timeline
Timeline Layout
Changes are displayed in a chronological timeline and grouped by date for easy scanning. Each entry includes:
Viewing Change Details
To view the exact changes made in an entry:
Reading the Difference View
The difference view uses a visual format similar to code comparison tools.
IndicatorColorMeaning
Minus (–)Red backgroundPrevious value that was removed or changedPlus (+)Green backgroundNew value that replaced the old one“Addition” badgeGreenField was empty and now has a value“Modification” badgeYellowField changed from one value to another“Deletion” badgeRedField previously had a value and is now empty
Example
If a task due date changed from January 15 to January 20:
Key Features
Automatic Tracking
All changes are recorded automatically. No setup or configuration is required. Every edit is captured in real time as users work within the platform.
User Attribution
Every change is linked to the user who made it, including: user name, profile avatar, and exact timestamp
System Changes
Some changes may be attributed to System instead of a user. This typically occurs when:
Long Text Handling
For fields containing large amounts of text (such as instructions or descriptions), Change History intelligently truncates the display while preserving the full record.
An indicator such as “(500 characters total)” appears when content is abbreviated.
Common Use Cases
Troubleshooting Issues
If a partner reports unexpected behavior:
Accountability and Compliance
For audit and compliance needs:
Team Coordination
When multiple team members manage a project:
Reviewing Partner Submissions
For task completions and form submissions: