Highlight a Person's Task by @mentioning Them

SUMMARY
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.

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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): @smith, @jsmith, @josephksmith

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 your name in the upper right corner then "Admin / Settings".
  2. Click [Checklists] from the Templates section 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] 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.

FAQ

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 about Setting task visibility here →

Using an @mention doesn't grant visibility, it just highlights a task. Learn about Setting task visibility here →