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How to follow/unfollow/ignore a project. What notifications you will receive.
How to follow/unfollow/ignore a project. What notifications you will receive.

Follow a project to always be updated when certain events occur on the project, or unfollow/ignore a project to stop get notificatins.

Rania Haddad avatar
Written by Rania Haddad
Updated over a week ago

When you are following a project you will get notification regarding the project and always be updated when certain events occur on the project. The follower will get notified by e-mail when:

  • Status changed

  • Pipeline changed

  • Pipeline stage changed

  • New event added

  • New event comment added

  • Event date(s) changed

  • Added sales responsible(s)

  • Removed sales responsible(s)

  • Added project responsible(s)

  • Removed project responsible(s)

  • New role added

  • Existing role removed

  • New preliminary booking added

  • New definite booking added

  • Preliminary booking removed

  • Definite booking removed

  • The preliminary booking state changed

Note - Project creators automatically become a follower, and anyone being set as project/sales responsible also automatically becomes a follower.

Not following;

When you unfollow a project you will stop getting these notifications unless a person adds you as a project/sales responsible for the project, in this case, you will automatically be a follower again.

Ignoring;

When you ignore a project you will never automatically follow a project if a person adds you as a project /sales responsible

To follow a project, follow the step;

  1. Go to Projects in the sidebar

  2. Click to open the overview of the project you wish to follow

  3. Click the eye icon

4 Click 'Following'.

Once you have clicked 'Following' the eye icon will be shown green.

To unfollow or ignore a project, follow the steps;

  1. Go to Projects in the sidebar

  2. Click to open the overview of the project you wish to follow

  3. Click the green eye icon

  4. Click 'Not following' or 'Ignoring'

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