Note: This feature is available to the following product editions:
- Starter
- Standard
- Premium
You can follow activity on projects and tasks. You can select to either follow specific projects or tasks, or you can opt in to auto-follow activity. When you opt in, you will be updated on any Chatter activity on the project or task in your Chatter feed in Salesforce.
Note: Salesforce has a limit on the number of records that can be followed in Chatter (see General Chatter Limits article). If you find that you have reached that limit, you can change your TaskRay follow preferences under Tools and Settings.
Quick Follow
You can select specific projects and tasks that you want to follow.
- Locate the Project or Task that you want to follow and open its Details.
- Click on the Chatter tab.
- Click on + Follow on the right.
- Close Project/Task Details.
Tip: You can also auto-follow Chatter on projects from the left sidebar in the All Work tab, or from Portfolio View in the Performance tab. To do this, hover over the row for the project on which you want to follow Chatter, click on the More Actions icon, and select Follow TaskRay Chatter.