PROJECTS: Task Followers & Comments

What is a Task Follower?

Each task can be assigned to just one user to maintain clear accountability. However, you may want teammates or clients to stay informed about task progress and receive alerts when updates occur or new files are shared.

The Follower feature lets you keep these people in the loop.

Who can add Followers to a Task?

Only Admins and Project Managers have permission to add or remove Followers from tasks.

How can I add Followers to a Task?

Open the individual Task Details view and scroll down to find the Follower section, positioned between the Task Description and Comments areas.

Select the + button to add Followers to the task.

Who can I add as a Follower?

You’re able to add anyone who participates in the Project. This covers your Staff members assigned to the Project, as well as your Client and any Secondary Clients you work with.

What do Followers see?

Followers gain visibility into the task in your task list, even if they wouldn’t normally have access to it.

Followers also receive email notifications whenever the task is updated, when new comments arrive, or when documents are attached.

Visibility and Permissions by Role

Admins — Can view and edit the task

Project Managers — Can view and edit the task

Office Managers — Cannot be assigned to or follow tasks (no Project visibility)

Salespersons — Can view the task; editing is not available

Teammates — Can view the task; editing is not available

Freelancers — Can view the task; editing is not available

Clients — Can view the task; editing is not available

Secondary Clients — Can view the task; editing is not available

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How do I leave a Comment?

Comments let you communicate updates to the task owner and all Followers on that task.

To add a comment, scroll down below the Followers section to the Comments area.

Both the assigned team member and all Followers automatically receive notifications when a comment is posted.

You can also enable Send Email Notifications for comments.

Toggle Send Email Notifications to ON if you’d like Followers to get an email whenever a new comment is added.

When this setting is on, an additional option appears: Include Comment in Email. Enabling this option places the actual comment text within the email notification.

I’ve toggled it on but I’m still not receiving emails?

If comment notifications aren’t coming through after you’ve made changes, check these two locations.

First, navigate to Project Settings > Notification Preferences > Send Me an Email When

Verify that A new comment is added to a Task in my Projects(s) is checked. Then click Update All Settings to save your preferences.

Second, go to Project Settings > Notification Preferences and scroll to the bottom. Look for the Update Staff/Contacts Settings button.

Choose a Role, then check A new comment is added to a Task in my Projects(s) and click Save. This ensures all new Staff and Contacts in that role will receive notifications going forward.

If you want to apply notification settings to everyone currently in that Role, also check the box labeled Override Existing Settings.

TIP: Staff and Contacts can modify their own notification settings at any time, even if Override Existing Settings has been applied.