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

    • Reusable Variables

      I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollar

    • The Invoice Status in Zoho Finance is misleading

      We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the

    • Zoho CRM's V8 APIs are here!

      Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered

    • If Problema Formula

      Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega

    • Multi-Select lookup field has reached its maximum??

      Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

    • Customer Portal Zoho Desk | Sort ticket list

      Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:

    • HTML Code + Writer Documents

      Hello, I am in the process of writing a couple of documents in Writer. Both document will have 2 versions each. One version being a freebee that perspective clients can download from my website. The other version will be a paid version, and additional

    • 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?

    • Audit Log: Detailed View and Export for Better Tracking

      Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experience

    • Display All Admin Roles in Zoho One Admin Panel

      Hi Zoho One Team, I hope you're doing well. Currently, in the Zoho One Admin Panel, we can see Org Admins and Service Admins assigned to specific applications. However, admins assigned at the organization level for various Zoho apps (such as Mail, Cliq,

    • Enable users to create and edit presentations in your web app using Zoho Office Integrator

      Hi users, Did you know that your users can create, edit, and collaborate on presentations from within your web app? With Zoho Office Integrator's embeddable presentation editor, you can easily add these capabilities. Here are the highlights: Create presentations:

    • Forced Logouts - Daily and More Frequent

      In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

    • I can buy a Domine

      I need assistance with an issue I'm experiencing. Whenever I attempt to purchase a domain, I receive a message that says, "We ran into some trouble. Please try again later." I would greatly appreciate any help you can provide. Thank you. Please refer

    • What's New in Zoho Inventory | January - March 2025

      Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

    • Zoho Customer Statements open item and NOT balance brought forward

      How do I set my customer statements to open item and NOT just the balance brought forward. I would like the customer to see all the invoices outstanding

    • Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process

      Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process April 24, 2025, 12 p.m. EDT As your business grows into the ecommerce sector, so do the complexities of fulfillment. From managing real-time inventory to handling

    • Zoho Books Invoice Enable Payment Gateway with Deluge

      I am using this to create an invoice record in zoho books from zoho crm invoices. I want to add the ability to enable online payment gateway for "stripe".  I can not seem to find one article online on how to do this.  Can someone help? invoice = zoho.crm.getRecordById("Invoices",id);

    • Issue List Export

      When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?

    • Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

      Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to

    • Viewing Live data

      Where can I see the live data that is sent from the device?

    • Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense

      Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculates

    • How can a Zoho Desk Admin access restricted files?

      How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?

    • NOW Zoho Creator still cannot bulk download Image or File Upload Field

      The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed to

    • Having issue adding email account

      Hi Sir/Madam, I having an issue adding an email account (user and group). We have two organization but I am getting an error while adding the account in both User and group. Yet the account is not there. See attached.

    • UNEXPECTED RESPONSE CODE: 400"

      Getting this on all new flows created with a Zoho Campaigns connection

    • Suburb Categorisation/value

      Hi All, I have a list of suburbs that my company services, they are categorised by value to the business using a letter grade (A,B,C,D). When a lead is created I want the workflow to check the project suburb and then assign the related grade to a new

    • Launching AI-backed product recommendations for ecommerce stores

      As Zoho Campaigns steps into its 11th year, we're taking our first step towards artificial intelligence as part of our ecommerce module. Your emails—be they regular or automated— are equipped to carry unique and targeted product recommendations based

    • Add Custom Text Fields as a component in Dashboards

      Hi Team Idea: Adding custom text fields as components in dashboards. This will allow those of us creating the dashboards to better segment the dashboard into sections allowing a better front user experience where we are showing different categories of

    • FSM API ERROR Code "OAUTH_SCOPE_MISMATCH"

      I am trying to create a contact via the ZOHO FSM API https://fsm.zoho.com/fsm/v1/Contacts I have followed the instructions of the API documentation to Authenticate and Create a contact but I cant figure out what I am doing wrong. Bellow are the steps

    • CRM API Search Record for Last Name equals "."

      When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

    • Layout Rules Based on Task Owner

      We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would like

    • Zoho Creator Mobile app no Default Workspace

      When I use the Zoho Creator mobile app I do not get a default workspace. This is occurring for me and another new user. I believe this is an issue with Zoho One / Zoho Creator. I have tried working with support and it's been over a week of no solution

    • Backup and Restore of Projects

      Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that

    • Canvas for related lists

      Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?

    • Zoho CRM Sales Targets for Individual Salespeople

      Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

    • Important Features Missing

      Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

    • TaskList at Bottom from API

      When I create a taskList from API the TaskList is always At the Top, I need it to be at the bottom. How can I achieve that?

    • Linkthread domain names - none available

      Hi I am trying to add our domain names but they do not seem to be available but I am pretty sure they would not be taken as yet. Does Linkthread recognise .com.au or .org.au domains?

    • Setting default values in CardScanner app

      We use the Zoho Cardscanner app. Is it possible to set default values. For instance for "Lead source" to set the default value to "Exhibition". Now we have to manually select that for every card we scan.

    • Workdrive Android - how can I open a file in its native app?

      Hi, I'm testing Workdrive as a replacement for Onedrive. On a laptop/Windows this works fine. It syncs between devices and when I open a file, it opens the file in its native app. However, the Workdrive Android app seems to work differently. On a Android

    • Next Page