The tagging and mentions feature allows you to effortlessly tag anyone in your account, whether they are clients or teammates, directly within task comments. This guide will explain how to use this feature and what to expect once a tag is created.
How to Tag Someone
Open a Task Comment:
Navigate to the task where you want to leave a comment.
Click on the comment section to start typing.
Tag a Person:
Type the
@symbol followed by the name of the person you wish to tag.For example, typing
@John Doewill tag John Doe in the comment.
Submit the Comment:
Once you have finished your comment, submit it as you normally would.
The system will recognize the tag and create a notification for the mentioned person.
Notification Process
Email Notification:
After you submit the comment, the tagged individual will receive an email notification.
This ensures that no important mention goes unnoticed.
White Label Emails:
If you have set up white label emails, the notifications will be sent using your custom email branding.
This maintains a consistent and professional appearance for your communications.