PROJECTS: Task Followers
What is a Task Follower?
Each Task in the platform can only be assigned to one individual user, primarily for accountability reasons.
However, there are often times when you would like other people from your Team, or even the Client to be aware of what is happening in this Task, and to be notified when important changes happen or assets are added to the Task.
This is when you would want to employ the Follower feature.
Who can add Followers to a Task?
Only Admins or Project Managers can add/remove Followers to Tasks.
How can I add Followers to a Task?
If you scroll down in the individual Task Details view, you'll find the Follower controls at the bottom of the Comments card.
Just click the + button to add Followers
Who can I add as a Follower?
You can add anyone who is assigned to the Project. This includes any of your Staff who are added in the Project, and you can even add the Client and any Secondary Clients.
What do Followers see?
Followers will be able to view the Task in the list of Tasks, when normally they would not have that visibility.
In addition, Followers will receive email notifications when changes are made inside the Task, if comments are added to the Task, or if files are uploaded to the Task.
VISIBILITY AND PERMISSIONS BY ROLE
Admins // Will be able to view & edit the Task
Project Managers // Will be able to view & edit the Task
Office Managers // Cannot be assigned to a Task, and cannot be added as a Follower to a Task ( no visibility in Projects )
Salespersons // Will be able to view the Task, but editing will be disabled
Teammates // Will be able to view the Task, but editing will be disabled
Freelancers // Will be able to view the Task, but editing will be disabled
Clients // Will be able to view the Task, but editing will be disabled
Secondary Clients // Will be able to view the Task, but editing will be disabled