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 Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • 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



                                                      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 Campaigns 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 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

                                                                                                  • Necesito el código ZB para mi cuenta

                                                                                                    Hice cambio de servidor y no encuentro el codigo unico de cname.
                                                                                                  • Privacy error

                                                                                                    Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"
                                                                                                  • Automate Backups

                                                                                                    This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                                                                                  • Customise Search Bar in CRM

                                                                                                    Is there a way to customise this search bar in the CRM to add fields?
                                                                                                  • Counting downloads of a file

                                                                                                    Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle
                                                                                                  • Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

                                                                                                    When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which
                                                                                                  • New Search Function

                                                                                                    Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which
                                                                                                  • New permissions for accessing emails sent via Zoho CRM

                                                                                                    Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose
                                                                                                  • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                    so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                  • Request for Alerts on Workflow and Function Changes.

                                                                                                    I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.
                                                                                                  • Transfer Amount from One Vendor to Another Vendor

                                                                                                    One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But
                                                                                                  • How to make Branch compulsory in Zoho Books invoice?

                                                                                                    How I make Branches compulsory in Zoho Books invoice?
                                                                                                  • Regarding GST Report Issue in Zoho Books

                                                                                                    Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
                                                                                                  • Default Ship To Address on Purchase Orders cannot be different than Organization Address

                                                                                                    Our organization address is not where we want shipments delivered, it is just a mailing address. We would like to change the Ship To address on our PO's so that by default it is our warehouse (not the mailing address). I understand that when creating
                                                                                                  • Function #57: Automatically group items in invoices based on categories

                                                                                                    Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and
                                                                                                  • Differences between Zoho Books and Zoho Billing

                                                                                                    Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
                                                                                                  • unable to import transactions into zoho books

                                                                                                    I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.
                                                                                                  • Zoho Forms Unable to Save Account Numbers with a Leading Zero

                                                                                                    We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without
                                                                                                  • How to include GST% in PO amount?

                                                                                                    Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.
                                                                                                  • sitemap in zoho sites not updating

                                                                                                    I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?
                                                                                                  • I trying to connect our PM tool but API shows failure

                                                                                                    Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details
                                                                                                  • Sample Ticket - Created from Bot Preview

                                                                                                    Why is Zoho desk adding bot created tickets?
                                                                                                  • Webhook data is not being received

                                                                                                    We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,
                                                                                                  • Number of Workflow runs

                                                                                                    Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you
                                                                                                  • Mail is no longer populating CRM contacts

                                                                                                    Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.
                                                                                                  • Zoho Support is indeed shocking and difficult to get a response with

                                                                                                    All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your
                                                                                                  • How to get a list of selected records into a button-function? Here is how!

                                                                                                    So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules
                                                                                                  • How to Add Break line / Return on button click

                                                                                                    I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i
                                                                                                  • How to get batch number of item by api?

                                                                                                    Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
                                                                                                  • Announcing new features in Trident for Windows (v.1.18.6.0)

                                                                                                    Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,
                                                                                                  • Dialing Microsoft Teams Phone Service via Zoho CRM

                                                                                                    I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
                                                                                                  • Increase subscription prices for existing subscriptions

                                                                                                    Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
                                                                                                  • Why developing custom function development made so difficult for Zoho Projects!!

                                                                                                    Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API
                                                                                                  • Data not visible in sheet cells

                                                                                                    I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked
                                                                                                  • Function #20: Custom calculation in item table of invoices

                                                                                                    When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
                                                                                                  • PO receive limitations

                                                                                                    It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......
                                                                                                  • Why don't we have better integration with Mercado Pago or Pagseguro?

                                                                                                    Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous
                                                                                                  • Why is there no integration with native Brazilian shipping methods?

                                                                                                    Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would
                                                                                                  • Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

                                                                                                    In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
                                                                                                  • Mapping Zoho Projects into Cliq Channels

                                                                                                    why arent all the Zoho Projects listed from the drop down menu when trying to Map them into Zoho Cliq Channels. The system doesnt allow me to type the name of the project but gives a drop down of a list of projects however it doesnt give me a list of
                                                                                                  • Next Page