Highlight a Person's Task by @mentioning Them

SUMMARY
An admin can use @mention to highlight or assign tasks to users or groups.

Video: Highlight a person's Task by @mentioning Them

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What is @mention?

An admin can use @mention to make a task appear more prominently to a specific user or user group by @mentioning their name or role within that task. @mentioning users on a task will highlight the task for the user on the transaction, on the Tasks page, and in received emails.

An admin can also use @mention to set a task to only be visible to a specific user or user group. Once someone is @mentioned on a task, the task's visibility can be set to [@mention] so that the task is only visible to the @mentioned user(s).

Mention a Person in a Task

To mention a specific person in a task, use any of the following:

Last name
First initial + last name
The portion of their Pipeline login 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

@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 Joe Smith and @asmith to mention Anne Smith.

Mention a Group of People in a Task

Enter multiple separate @mentions using the method above.
- For example: @smith @williams @jacobs
Enter users' role (as defined in the Role field of their Manage Users profile).
- For example: @officestaff

Where to Use @mention

To @mention a specific user or group of users, edit the task name on either the checklist template (if you need the @mention to be present on all transactions where the task is used) or directly on the transaction (if you need the @mention to only be for a specific transaction).

To edit a task on a checklist template:

Go to Admin / Settings by clicking your name in the upper right corner, then [Admin / Settings].
Click [Checklists] from the left menu.
Click the name of the checklist that contains the task to open the checklist template.
@mention the user’s name or role in the task name.

To edit a task that's already been added to a transaction:

Click the [Pencil] to edit the desired task.
@mention the user’s name or role in the task name.

Send Tasks with @mentions

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

Use @mention to Set Visibility

Use the @mention feature to set a task to be visible to a specific user, multiple users, or to a group of users (Role). Tasks assigned the @mention visibility are only visible to the person or people @mentioned on the task.

Learn how to Set Task Visibility here →

View 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 clickto view only tasks where they are @mentioned. They can also sync their @mentioned tasks to their external calendar by selecting then selecting the appropriate sync option. Learn how to Sync and Unsync Tasks with Calendars →

Clicking [Showing @ Tasks] turns off the filter and shows all tasks you have access to view.

Hide @mention Text

You can choose to hide @mention text on transactions and on the Tasks page. Hiding @mention text reduces clutter within your task names and makes them easier to read.

To hide @mention text on the transaction:

Click the gear to the right of the Checklists section in the left menu.
Select [Hide @mention], then click [Done].

To hide @mention text on the Tasks page:

Click the @ icon.

The system will remember your setting to hide or unhide the @mention text and keep it that way unless you change it.

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 users who are @mentioned. Unless the visibility is also set to [@mention], it does not impact whether reminders are sent or not nor who they are sent to. Who receives reminders is determined by who has visibility to a task. Learn how to Set Task Visibility here →

Unless you set the visibility of the task to @mention, using @mention only highlights a task and doesn't grant visibility. Learn how to Set Task Visibility here →