Tracking User Activity and Ownership in Shape
Daily Workflow Basics
Show users how to manage their day and stay organized in Shape.
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Tracking User Activity and Ownership in Shape
Shape makes it easy to see exactly who has done what within a contact or loan record. When multiple users are assigned to the same file, every action is clearly logged so teams can collaborate without confusion or overlap.
Identifying Assigned Users
Each record clearly shows which users are assigned and what role they play. In this example, the loan file has both a loan officer and an LOA assigned.
This allows teams to:
- Understand ownership at a glance
- Separate responsibilities by role
- Work the same record without duplication
Call Activity Tracking
Every inbound and outbound call is logged with full visibility into who made the attempt and the outcome of that call.
Call logs show:
- Which user made the call
- Whether the attempt was successful
- The direction of the call (inbound or outbound)
This makes it easy to confirm follow-up activity and communication history.
Email Activity Visibility
Email tracking works the same way as call tracking. Each email sent from the record is logged with the sending user clearly identified.
From the email history, you can see:
- Who sent each email
- How many emails each user sent
- The order and timing of communication
This helps teams avoid duplicate outreach and stay aligned.
Text Message Tracking
Text messages are also fully tracked inside the record. You can easily see which user sent each message and when it was sent.
This is especially useful when:
- Multiple users text the same contact
- Ownership shifts during the process
- You need to confirm recent outreach
Task and Activity Logs
Beyond communication, Shape tracks user activity through tasks and the activity log.
These tools allow you to:
- See who completed specific tasks
- Track collaboration across team members
- Review a full timeline of actions taken
The activity log provides a complete audit trail of everything that has happened on the record.
Why This Video Matters
When teams work together inside Shape, clarity is critical. Activity tracking ensures full transparency by showing who completed each call, email, text, task, and action. This helps teams stay accountable, collaborate effectively, and confidently understand the full history of every record.
