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User Guides

Subscriptions

Subscribing to a record means following it. Subscribers receive a notification when the record changes or someone comments on it, so the people who care about a task, a document, or an event stay up to date without checking it. How and when notifications are sent is explained in Notifications.

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See who is subscribed​

Open the record. The Properties panel lists its subscribers under Subscribers, with "Me" when you are one of them.

Subscribers are told when the record changes.

Subscribe or unsubscribe yourself​

In the Properties panel, click Subscribe to follow the record, or Unsubscribe next to "Me" to stop.

Add or remove other subscribers​

  1. In the Properties panel, click Modify Subscribers.
  2. Click a person to add or remove them. A check mark shows each subscriber.
  3. Click OK.

You can also choose subscribers when you create or edit a record, on its Subscribers tab.

When you are subscribed automatically​

You don't need to subscribe to everything you work on:

  • You are subscribed to the records you create.
  • The person a task is assigned to is subscribed to it.
  • In your firm's default setup, you are also subscribed to the tasks you edit. Your administrator sets these defaults. See Notifications configuration.

Your own choices for tasks are in Edit preferences › Default subscribers. See Your notification settings.

You can unsubscribe from any of them at any time.

Example: keeping the client manager informed​

A field technician uploads the daily field log for a site investigation. The project manager opens it and clicks Modify Subscribers to add the client manager, who follows the project's progress but doesn't work on it day to day. From then on, the client manager is notified whenever the log is updated or commented on, without opening the project.

What you can do next​

  1. Your notification settings for which changes you are told about, and when.
  2. Tasks to assign work, which subscribes the assignee.
  3. Linked objects to connect the records people follow.
  4. Notifications configuration if you're an administrator setting who follows each task by default.
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