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.
- Click All Milestones, in Home to look at the list of all the milestones in your portal.
- Select the milestone that you want to follow.
- 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.
- Select the milestone that you want to unfollow.
- 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!
- In Home, click All Tasks and select the tasklist that you need to follow.
- In Settings, select Follow to start following the tasklist.
To unfollow the tasklist:
- Select the tasklist that you want to unfollow.
- 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.
- In Projects, click Tasks and select the task that you want to follow.
- Select Follow available at the bottom right corner of the page.
To unfollow the task:
- Select the task that you want to unfollow.
- 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.
- In Home, click All Bugs and select the bug that you want to follow.
- Click Follow at the top right corner in the bug page.
To unfollow the bug:
- Select the bug that you dont want to follow.
- 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!
- Select the forum post.
- Click Watch this Topic to start following the forum.
To unfollow a forum
- Select the forum that you want to unfollow.
- 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.
- In Home, click My Tasks and select the requisite task for adding followers.
- Click Add Followers at the bottom right corner of the page.
- 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.
- In Home, click My Bugs and select the requisite bug for adding followers.
- Click Add Followers at the top right corner of the page.
- Enter the User details and click Submit .
Note
- Only the Portal Owner and Admin can add followers to the task and bugs in the project.
- 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
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
monica
eacamarillojr.lares
Monica P
sales
masonlim
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 portalTip 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 theTip 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 dependentTip 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:
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Canvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating thisEmail address ZOHO suggestions in replying - how to delete unwanted suggestions?
Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where oneSubform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a userZoho Learn vs. Trainer Central
Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WPHow to Display a Logo Image on a Public Form?
I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:Creating a Zoho Online Meeting in a Blueprint
We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting ZohoEnabling 'From Number' and 'To Number' fields in the Calls module
Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayedWorkaround for Zoho Inventory changing previous Fiscal Year Trial Balance in QBO
We've run into an issue where Zoho Inventory syncs to QBO and makes adjustments to journal entries from previous fiscal years. Fiscal Year End reporting has been long completed, but the Trial Balance keeps changing. Zoho does not have a fix for this,Route Optimizer
Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank youCan documents attached to different ZohoForms automatically go to different OneDrive folders?
Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new recordTeamInbox down?
Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! FPurchase Requisition in Zoho Books
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> GRN/SRN ( Goods/Services receipt note) >> BillMarketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM
In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectivelyCustom emails for Portals not working
I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.Switching scheduled webinars from Live to On-demand
Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. ThanksZoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by whenForex Bank Refund Entry
Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paidAuto-Populating Custom Field
This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populatedHow can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance dueDelivery note template
We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removingINTERCOMPANIES INVOICING
Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoicesZoho CRM Theme Color?
I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currentlyHow can i force the user to select a project when creating an invoice ?
Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.Sales
1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?Include Project Hours when Creating Estimates from Projects
Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a givenacc
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurringCRM Implementation
I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?Zoho Social integration with Zoho Flow
Is there any plans for Zoho Social integration with Zoho Flow?Marketing 2.0 has been a catastrophe
Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.Cannot average "Duration (Time)" from Pick List History Tracking in Reports
Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "CalendarCustomer Statement Template
Hi. how can i add order number "customer LPO number" in the customer statement. regardsAuthorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books onNeed to send a single email to up to 20 recipients
I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allowUnable to Schedule One-to-One Emails in Zoho CRM
Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’veCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Repeatable Fields/Sections in Zoho CRM
Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles namedZoho Analytics: Requests for view access
Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rulesBoolean Fields in Mail Merge Displaying as Checkmarks
I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?Formula in Sub Form
Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is thereNext Page