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Following & Unfollowing a Record

Follow your favorite topics to stay informed about changes and updates in SmartSuite records.

Emma Montgomery avatar
Written by Emma Montgomery
Updated over 2 weeks ago


Plan Availability

All plan types

Permissions

General Access: Follow and unfollow records to receive updates.

Related Reading


Why Follow a Record?

Following a record ensures you stay informed about updates and activities that matter to you, even if you are not directly assigned to the record. Key benefits include:

  • Notifications: Receive updates in your Notification Panel.

  • Email Alerts: Get detailed email notifications about record changes (based on your email preference settings).

Use Cases

  • Client Management: Stay on top of activities and issues related to your top client account records.

  • Project Milestones: Track activities and progress on key milestones in a project management solution.

  • Product Development: Monitor requirements, designs, and development updates for your next major product feature.


Where to Follow a Record

You can follow records with a single click in the open record window. Here’s how:

  1. Locate the Bell Icon:

    • In the upper-right corner of the open record window, find the bell icon. The default state indicates whether you are currently following the record.

  2. Click to Follow/Unfollow:

    • Clicking the bell opens a dropdown menu where you can choose to Follow or Unfollow the record.

Tip: The dropdown allows you to quickly manage your notification preferences for the record.


What Happens When You Follow a Record?

  1. Receive SmartSuite Notifications:

    • Updates to the record, such as new assignments or changes, trigger notifications in the Notification Panel.

  2. Email Notifications:

    • Based on your email preference settings, you will also receive detailed email updates about the record.


Practical Use Cases and Scenarios

1. Tracking Client Accounts

Scenario: A team member wants to stay updated on a top client’s account activities.

Solution: Follow the client’s account record to receive notifications on updates and comments.

Outcome: Improved awareness of client-related developments and proactive engagement.

2. Monitoring Key Milestones

Scenario: A project manager needs to track progress on critical project milestones.

Solution: Follow the milestone records to stay informed about task completion and updates.

Outcome: Enhanced visibility into project progress without needing to be directly assigned.

3. Staying Informed on Product Features

Scenario: A product manager wants to monitor updates on a feature being designed and developed.

Solution: Follow the feature’s record to get notifications on changes and new assignments.

Outcome: Streamlined communication and awareness of feature development.

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