Highlight a person's task by @mentioning them

Admins can make a task appear prominently to specific users or user groups by @mentioning their name or role within that task. The @mentioned user will see such tasks highlighted on the Transaction page, Tasks page, and in received emails.


How to create an @mention

@mentions can be based on a person’s name or role in Pipeline. To mention a specific person in a task, use any of the following:

  • Last name
  • First initial + last name
  • The portion of their Pipeline email address that appears before the @

For example: For Joe Smith who has the email address josephksmith@ABCrealty.com, enter any of the following:

@joe, @smith, @jsmith, @josephksmith

 
To mention a group of people in a task:
  • Enter multiple @mentions using the method above
  • Use their role. Example: @officestaff

@lastname will work for most cases where you want to address a specific user. But if you have multiple users with the same last name, use their first initial and full last name. For example, use @jsmith to mention John Smith and @asmith to mention Anne Smith.

Where to use an @mention

To set a task to be highlighted for a specific user or group of users, @mention their name or role directly in the task name. 

If editing a checklist template:

1. Click [ADMIN/SETTINGS] to access the Admin page.

2. Click [CHECKLISTS] from the Templates menu on the left.

3. Edit the checklist template that contains the task.

4. @mention the user’s name or role in the task name.

If editing a checklist that has already been added to a transaction: 

1. Click the [PENCIL] icon to edit the desired task
2. @mention the user’s name or role in the task name.

If sending a Note/Email from a transaction:

When sending a note from a transaction, if you append complete or incomplete tasks, the recipient’s @mentioned tasks will be automatically highlighted in the email they receive.

Viewing highlighted tasks

Users who are @mentioned on tasks will see their tasks automatically highlighted wherever tasks are shown:

On transactions:

On emails:

On the Tasks page:

Users can click the "Your @ Tasks" button to filter tasks where they are @mentioned. They can also sync just their @mentioned tasks to their external calendar by selecting the appropriate sync option.

Clicking the "Showing @ Tasks" button turns off the filter and shows all tasks visible to the user.

Frequently asked questions

Q: Can agents add @mentions to tasks?

A: No. The ability to manage and edit tasks (including adding @mentions) is an admin function and is not suitable for agents.

Q. Does @mentioning someone trigger reminders to be sent to them? Does it prevent reminders from being sent to others?

A. The @mention feature highlights tasks for the user who is @mentioned. It does not impact whether reminders are sent or not nor who they are sent to. Reminders are determined by who has visibility to a task. Learn more about Setting task visibility here >>