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

    • 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:

      • Recent Topics

      • Soft Bounce from transational emails from BREVO (Sendinblue)

        I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

      • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

        Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

      • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

        We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

      • Getting an error Address not found Your message wasn't delivered

        Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not

      • Support Uploading YouTube Videos Longer Than 60 Minutes

        Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

      • Need Faster Help? Try Live Chat Support

        Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

      • Can't deactivate Spell Check

        Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus

      • Zoho Toolkit Email Signature Generator

        I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?

      • Company Policy Upload - Request All EE to review and sign

        How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

      • Zoho Sign Global Settings vs. Template and Document

        Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

      • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

        Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

      • Can't login to Zoho mail

        I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

      • Zoho IP blocked by SpamCop

        Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

      • Can I execute two 'functions' when completing a mail merge from CRM?

        Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get

      • 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

      • Auto-sync field of lookup value

        This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

      • Custom validation in CRM schema

        Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

      • No Ability to Rename Record Template PDFs in SendMail Task

        As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

      • Server error when trying to Data > Sort > Custom Sort

        Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

      • To Assign a genrated pdf to a file upload field using delug

        content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];

      • TArgets To Accounts (Modules)

        How can i set sale target to Customers (Accounts Module)

      • Breaking barriers with multilingual WhatsApp templates in IM

        Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross

      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

      • How to share private Opportunities with whole org at an account level

        Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the

      • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

        Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

      • Subform 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 user

      • Problema Verificacion con proveedor NIC.AR

        No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?

      • How to remove some users in zoho accounts

        How to remove some users in Zoho accounts.

      • Reupload and rename from one field to another field (file upload)

        Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

      • Unified Inbox for all, including fetched mails

        I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to

      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

      • Users Not Automatically Being Added To WorkDrive Team

        I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,

      • Synchronization between Gmail and Zoho Mail

        Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but

      • IMAP login problem

        I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the

      • Contact data removes Account data when creating a quote

        Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

      • Changes to subform in Zoho CRM Portal Timeline History Unavailable

        Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates

      • This mobile number has been marked spam. Please contact support.

        Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

      • Zoho CRM Portal Field Level Permission Issue

        Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

      • Function #11: Apply unused credits automatically to invoices

        Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

      • Edit Contact Roles in the Potentials Mod

        New to ZOHO so I need some help.  I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project.  In the Potential Mod you can pick contacts and assign a Role to them.  I know how to edit the roles. What I want to do is add some fields. Specifically I want to add the following "Expectation" "Requirements" and "Communication "Requirements." This will allow me to look at a Potential and see information associated with this

      • Next Page