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 users will see such tasks highlighted on the Transaction page, Tasks page, and in received emails.

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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 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 John 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 their role (as defined in the Role field of their Manage Users profil. 
    • For example: @officestaff

Where to Use an @mention

To set a task to be highlighted for 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). 

Editing a Checklist Template:

  1. Click your name in the upper right corner then "Admin / Settings".
  2. Click [Checklists] from the left menu.
  3. Click the checklist name that contains the task to open the checklist template.
  4. @mention the user’s name or role in the task name.

Editing a Checklist that has 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.

Sending 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.

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 "Your @ Tasks" to view tasks where they are @mentioned. They can also sync just their @mentioned tasks to their external calendar by selecting "Your @ Tasks" then 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 →