Type @ and a name to highlight a task for the person who owns it, right where they'll look.
Introduction
Two or three people work the same file, the checklist runs long, and nothing on it says whose task is whose. An @mention is how you mark one. The task then shows up highlighted for that person on the transaction, on their Tasks page, and in the task emails Pipeline sends them.
Because the mention lives in the task name, an admin usually adds it to the checklist template rather than to one transaction, and the highlight rides along to every file that checklist reaches. You can mention one person or a whole role, which is what makes it hold up on a team where the same job passes between coordinators.
The result is that nobody reads a full checklist hunting for their part; their work is already picked out for them. Worth knowing up front: a mention marks a task, it doesn't hand out access to the transaction the task sits on. When someone says a task you tagged them on never reached them, that's usually where the answer is.
How It Works
An @mention does two jobs, works for a person or a group, and — on its own — changes only how a task looks, not who can see it.
Two Jobs: Highlight, and Optionally Restrict
By itself, an @mention highlights a task for the mentioned person wherever they see it. Pair it with the @mention visibility type and it also restricts the task so only the mentioned people can see it. Highlighting and restricting are separate choices — the mention is the first, the visibility type is the second.
Mention a Person
To mention one person, type @ followed by any of these: their last name, their first initial plus last name, or the part of their Pipeline login email before the @. For Joe Smith at josephksmith@ABCrealty.com, that's @smith, @jsmith, or @josephksmith. When two people share a last name, use the first initial to keep them straight.
Mention a Group or Role
Add several @mentions in one task to reach several people — @smith @williams @jacobs. Or mention a role exactly as it's written in a person's Manage Users profile — @officestaff — to reach everyone in that role at once.
Highlight vs Reminders
An @mention by itself doesn't change who gets reminder emails — visibility does that. Unless you set the task's visibility to @mention, mentioning someone only highlights the task; it doesn't grant them access or reroute reminders.
@Mention Someone on a Template Task
Add an @mention to a task on the checklist template, so it appears on every transaction.
Who Can Do This: Admins with the Fully manage checklists and templates permission. Agents can't add @mentions.
To @mention someone on a template task:
- Click the [Gear] in the upper-right corner, then [Admin / Settings].
- Select [Checklists] from the left menu.
- Click the name of the checklist that holds the task to open the template.
- Type the person's name or role, prefixed with @, into the task name.
- Click [Save Template].
The @mention now highlights the task for that person on every transaction the checklist reaches. To @mention on a single transaction instead, click [the pencil] to edit the task there and add the mention.
Use @Mention to Set Visibility
Turn an @mention into a visibility rule so only the mentioned people see the task.
Who Can Do This: Admins with the Fully manage checklists and templates permission.
To use an @mention to set visibility:
- @mention the person, people, or role on the task.
- Click [the eye icon] on the task and choose the [@mention] visibility type.
- Click [Set Task Visibility], then save.
The task is now visible only to the mentioned people. See Task Visibility for the full list of types.
Hide @Mention Text
Tuck the @mention text out of sight to keep task names easy to read.
Who Can Do This: Anyone viewing the transaction or the Tasks page; the setting is remembered per viewer.
To hide @mention text:
- On a transaction, click [the gear] to the right of the Checklists section, select [Hide @mention], then click [Done].
- On the Tasks page, click [the @ icon] to hide the mention text there.
Pipeline remembers your choice and keeps mention text hidden until you switch it back.
Task @Mentions FAQ
An @mention highlights a task, works for a person or a role, and only limits who sees it when paired with the @mention visibility type. Answers to the common questions about agents, reminders, and why a mentioned task might not show. See Task @Mentions FAQ.
Ways to Use Task @Mentions
See Task @Mentions at work inside a bigger job: