# The History tab

> Every record’s chronological story — meetings, tasks, notes, field updates, stage moves, emails, WhatsApp messages and logged calls — with per-family filters.

_Collection: Tasks, Notes & Lists (productivity) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/activity-timeline/_

Every record's **History** tab is its audit spine — a single reverse-chronological feed of everything that has happened to the record, from every source. It is read-only: you record work from the Notes and Calls tabs and the record's **Add activity** menu, and History shows what resulted.

## What appears on the timeline

| Family | What's in it |
| --- | --- |
| Calendar events | Meetings linked to the record — scheduled, attended or cancelled, with attendees and a join link for upcoming ones. |
| Task events | Tasks created and completed against the record. |
| Note events | Notes attached to the record. |
| Updates | Field changes ("Salary updated", "Status updated") and record creation — automatic changes group together so the feed stays readable. |
| Stage changes | Application stage and outcome movements linked to the record. |
| List changes | Records added to or removed from lists. |
| Comments | One entry per day that had comments on the record, with who commented; open it to read the thread. See Comments & mentions . |
| Files | File activity linked to the record. |
| Campaigns | Campaign activity linked to the record, such as enrolment, sent emails and replies, when present. |
| Consent | Consent changes, such as consent given, withdrawn or expired. This filter appears when consent tracking is enabled or the record already has consent history; see Consent & GDPR records . |
| Logged calls & messages | Calls, meetings and messages logged by your team from the Notes tab, plus synced emails and WhatsApp messages with the person. Three or more messages in a row with one person fold into a single line ("exchanged 8 messages · email and WhatsApp"); choose Show messages to list them or Open thread to read the conversation. A message you don't have access to shows as private to its owner, following email privacy and sharing . |
| Client portal | What happened in the client portal — sharing with a client, and their ratings, comments and interview requests. |

Use **View settings** at the top of the timeline and tick the families under **Show on timeline** to focus on what you care about. Kepler remembers your choice for each record type in this browser.

## Recording something that happened elsewhere

Not everything happens inside Kepler, and History itself has no create controls. To record a call, meeting or message that happened off-platform, open the record's **Notes** tab (or its **Add activity** menu) and choose **Log call**, **Log meeting** or **Log message** — see [Working with notes](/support/articles/working-with-notes/). To book a meeting, use **Schedule meeting** on the **Calls** tab or **Meeting…** under Schedule in the **Add activity** menu. Both appear in History once saved, so the record's story has no gaps.

> **TIP:** Log the calls that matter the moment they end — direction and outcome fields make "how many client calls did we actually make this month?" answerable later.