Tip # 3 - Follow And Add Followers To Your Project Modules

Tip # 3 - Follow And Add Followers To Your Project Modules

Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on  'How to follow and add followers to your project activities?' .

Follow the project activities all by yourself

-Follow to get real-time milestone updates

Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal can follow any milestone under any projects to get milestone updates on their feeds. 

  1. Click All Milestones, in Home to look at the list of all the milestones in your portal.
  2. Select the milestone that you want to follow.
  3. Select Follow, in Settings to start following the milestone.       

  If you feel that the milestone updates are jacking-up your feeds, you can just click Unfollow.  

  1. Select the milestone that you want to unfollow.
  2. In Settings, select Unfollow to unfollow the milestone.

-Follow the tasklists across projects in your portal

Tasklists are the determinants that can lead your project milestones. Users in the portal can follow any tasklists to know the recent updates. To follow a tasklist, you can get these steps done in the blink of an eye!

  1. In Home, click All Tasks and select the tasklist that you need to follow.
  2. In Settings, select Follow to start following the tasklist.

To unfollow the tasklist:

  1. Select the tasklist that you want to unfollow.       
  2. Click Unfollow to unfollow the tasklist.

-Get notified on task updates right from your feeds

Tasks are the workflow that will trigger up your project goals to success. It is a step by step work process that can aid in accomplishing the tasklists. Users can follow a task and get notified on latest activities happening inside the task.

  1. In Projects, click Tasks and select the task that you want to follow.
  2. Select Follow available at the bottom right corner of the page.

To unfollow the task:

  1. Select the task that you want to unfollow.
  2. Click Unfollow to stop following the task.

-Follow to enjoy a bug-free project

There is always a negative part that can deter your routine work process. Well, we all have heard of the term 'Bugs' - The virus that hinders our programs. Instead of rushing in the eleventh hour, its always better to get insights even before you hit the hitch. To do that, start following the bugs in the projects.

Enjoy a bug-free project by following a bug and get notified on the bugs at early stages. 

  1. In Home, click All Bugs and select the bug that you want to follow.
  2. Click Follow at the top right corner in the bug page.

To unfollow the bug:

  1. Select the bug that you dont want to follow.
  2. Click Unfollow to unfollow the bug.

-Watch a topic live from your feeds

I would like to call forums as 'Professional Stress Busters'. Day long work can make you dull and inactive, but its time to spoon some knowledge to your brains. Reading a forum topic and viewing the discussion can actually interest you amid the hectic work schedule.

So, just start following the forum post and start receiving live updates!

  1. Select the forum post.
  2. Click Watch this Topic to start following the forum.

To unfollow a forum

  1. Select the forum that you want to unfollow.
  2. Click Unwatch this Topic to stop following the forum. 

Scroll down to know, how you can add followers to your project activities

-Add followers to tasks

Portal Owner and Portal Admin can add followers to tasks.

  1. In Home, click My Tasks and select the requisite task for adding followers.
  2. Click Add Followers at the bottom right corner of the page.
  3. Enter the User details and click Submit.

The user is now added as a follower of your task. Any updates in that particular task is notified to the follower in their feeds.

-Add followers to bugs

Portal Owner and Portal Admin can add followers to bugs.

  1. In Home, click My Bugs and select the requisite bug for adding followers.
  2. Click Add Followers at the top right corner of the page.
  3. Enter the User details and click Submit .

Note

  1. Only the Portal Owner and Admin can add followers to the task and bugs in the project.
  2. Users (Employees and Contractors) can just follow or unfollow the task. They CANNOT ADD FOLLOWERS .

It's simple and effective to either follow project activities or add followers to your project activities. What are you waiting for? Tap Follow and get notified in a flash.

Regards,  
Monica. R

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • Sticky Posts

                                                          • Tip of the Week: Task Sorting

                                                            I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).

                                                          • Tip # 3 - Follow And Add Followers To Your Project Modules

                                                            Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on  'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal

                                                          • Tip of the Week: Task Dependency (Duration in Hours)

                                                            I hope the tip on task dependency helped in understanding how it works in Zoho Projects. In a real-time, the successor task may or may not start on the predecessor's completion date. On either case, a project management tool should allow the users to set dependency between tasks. Ain't it? In Zoho Projects, the Task Duration in Hours option allows the users to set dependency between tasks that ends and starts on the same day. The Portal Owner and Admin role users can activate this option from the

                                                          • Tip of the Week: Task Dependency

                                                            Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent

                                                          • Tip of the Week: Drag and Drop option in Calendar

                                                            As the thoughts flow in your mind, you plan the tasks, provide duration and assign users. While you go through the calendar later, you feel that a couple of tasks should needs to be postponed by a couple of days. Do you navigate to the Tasks & Milestones section and change the task duration? is the question I have for you. In case of YES, I would say that the task duration can be changed from the Calendar module itself. All you need to do is: Drag the task bar and Drop it on the required date. Note:


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Quickly send emails and sync conversations with custom email addresses in CRM

                                                                                                            Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

                                                                                                          • Zoho製品と生成AIツールの活用について

                                                                                                            いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

                                                                                                          • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

                                                                                                            Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

                                                                                                          • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

                                                                                                            I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

                                                                                                          • Send WhatsApp voice messages from Bigin

                                                                                                            Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

                                                                                                          • Microsoft Teams now available as an online meeting provider

                                                                                                            Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

                                                                                                          • I want to subscribe 1 professional user but the email only 250 per day?

                                                                                                            When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

                                                                                                          • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

                                                                                                            Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

                                                                                                          • How do you map a user picklist field to another user picklist field.

                                                                                                            In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

                                                                                                          • Explore Competitive 3D Scanner Prices at Protomont Technologies

                                                                                                            The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

                                                                                                          • New and improved API resources for Zoho Sign Developers

                                                                                                            Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

                                                                                                          • Project Approval Process Workflow

                                                                                                            Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

                                                                                                          • Marketing Tip #5: Improve store speed with optimized images

                                                                                                            Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

                                                                                                          • Why can I not choose Unearned Revenue as an account on items?

                                                                                                            Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

                                                                                                          • Form Submission Emails

                                                                                                            Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

                                                                                                          • Rules not working properly

                                                                                                            I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

                                                                                                          • Notebook font size issue

                                                                                                            If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

                                                                                                          • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

                                                                                                            792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

                                                                                                          • Ampersand in URL parameter // EncodeURL does not work

                                                                                                            Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

                                                                                                          • how can we create in zoho crm a new contact when the looup does not find a similar existing one

                                                                                                            In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

                                                                                                          • Directory Websites

                                                                                                            Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

                                                                                                          • Manage Task on Mobile

                                                                                                            How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

                                                                                                          • Set Default Payment Method & Default account

                                                                                                            Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

                                                                                                          • Customer Portal on Zoho Desk

                                                                                                            Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

                                                                                                          • Computer Showing Offline in Unattended Access

                                                                                                            I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

                                                                                                          • Closing Accounting Periods - Invoice/Posting dates

                                                                                                            Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

                                                                                                          • Zoho CRM Portal Error

                                                                                                            Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

                                                                                                          • Can we do Image swatches for color variants?

                                                                                                            We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

                                                                                                          • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

                                                                                                            You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

                                                                                                          • monetizing the courses

                                                                                                            Can I add a price for course enrollment ?

                                                                                                          • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                            Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                          • Copy paste from word document deletes random spaces

                                                                                                            Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

                                                                                                          • Create custom rollup summary fields in Zoho CRM

                                                                                                            Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

                                                                                                          • Download a file from within a zoho creator widget

                                                                                                            I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

                                                                                                          • Taxes for EU B2B Transactions

                                                                                                            Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

                                                                                                          • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                                                                                            Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

                                                                                                          • CRM Related list table in Zoho analytics

                                                                                                            In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

                                                                                                          • Candidate Registration/Invitation

                                                                                                            It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

                                                                                                          • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

                                                                                                            Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

                                                                                                          • Where we can change the icon in social preview

                                                                                                            Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

                                                                                                          • Next Page