Team (Basic): @mentions
The @mentions feature allows you to tag other team members in chat threads, tasks, job cards and account notes. Tagging sends them a notification. @Mentions are great when you want to collaborate with your colleague on a project, ask them a specific question, or discuss something with them without having to assign tasks to them.
Where to use @mentions
You can now ping team members in:
- Account notes
- Task descriptions
- Job descriptions
- Job comments
- Chats. Combine @mentions with internal messages to privately discuss specific chat topics with your team. This ensures seamless direct collaboration within the chat context. You can also use mentions with the ordinary messages visible to everyone in the chat thread.
How to use @mentions
- You can add a @mention anywhere in the note, chat thread, job description, job comment or task description – wherever you need to draw your colleague's attention.
- You can @mention multiple team members inside one text field.
To tag someone, type the @ symbol in a text field and you will see an inline dropdown with a list of all team members. The list of names will be filtered further as you type more letters. Click to select a team member or use the arrow keys to navigate with the keyboard.
Notifications on @mentions
By default, you receive notifications in your Inbox+ and email when you're mentioned.
You can see all alerts on mentions from your team members by selecting the Mentions filter inside the Inbox+ section.
If an employee does not have account access, they will receive a notification and will be able to request access to the account (here are the details on receiving/granting account access).
You may choose to receive notifications by checking the boxes in your Notification Preferences in the Settings section. (Here's more on changing notification preferences.)
Reply to @mentions from notifications
If you were mentioned in a comment on a job card, you can reply to the comment right from Inbox+. Type your answer, then send it. It will be added as a new comment on the job card.
Tip! If you want your team member to receive a notification on your comment, @mention them in your reply. Otherwise, they will not be notified.
