For the complete documentation index, see llms.txt. This page is also available as Markdown.

Following records, lists and channels

Follow a project, company, contact, list or channel to keep up with it.

Beyond the main News Feed, every project, company and contact has a news feed of its own. Following a record keeps you in touch with it without having to be on its team.

Following a record

At the top of a project's, company's or contact's page, beside the team, click Follow. It turns to a green Following, and click it again to stop. Under the team, the page says who else follows it.

You follow a record by yourself when you add it, edit it or post on it, so the records you've touched are already covered.

What following does

  • Posts on the record appear in Followed by you, the News Feed's second view, alongside posts on the records you're assigned to or on the team of.

  • You're notified of new posts and changes on it, as far as your notification settings allow.

  • Your scheduled reports count it as your own work, so a change to it shows up in your My Week or Needs Attention.

Following a list

On a list's page, click Follow to keep it under Your lists on the Lists page. See Building Lists.

Channels

Channels are news feeds for a topic or a team, beside the main one. The News Feed's right-hand panel lists them under My Channels and Other Channels. Open a channel to read and post in it.

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