Task @Mentions

To find a user's @Mention Name:

1. Go to Manage Users:
   • Click your name in the upper right corner, then [Admin / Settings].
   • Select [Manage Users] from the People section of the left menu.
2. Find User:
   • Find the user you wish to @Mention.
3. Reference User Details:
   • Identify the user's details needed to @Mention them:
     • Role: Use the User's Role as displayed. For example, "@managing broker."
     • Last Name: Use their Last Name. For example, "@smith."
     • First Initial + Last Name: Use First Initial + Last Name when you need to differentiate between users with the same last name. For example, "@bsmith."

To @Mention a person or group in a task:

1. Open Template:
   • Either add a new Checklist Template or edit an existing one.
     Learn how to Add & Edit Checklist Templates →
2. Add @Mention:
   • Add a new task or edit an existing task on the template.
   • Start typing the user's @Mention Name and select it from the list.
     
3. Save:
   • Click [Save Template] to save the @Mentioned task.

To @Mention a person or group in a task:

1. Go To a Transaction:
   • 
     
2. Add or Edit Task:
   • Add a new task or edit an existing task on your preferred checklist.
     Learn how to Add & Edit Checklists on Transactions →
     
3. Add @Mention:
   • Start typing the user's @Mention Name and select it from the list.
     
     
4. Save:
   • Click [Save] to save the @Mentioned task.