Skip to content
OneWhatsHelp Center
Browse by topic

1 min read

Mention someone in deal comments or tasks

The mention identifies the person and enables a notification in the panel.

Before you start

  • Access to Pipeline and the deal to view or update.

Step by step

  1. Open the card and start writing a comment or a new task.

  2. Type @ and part of the person’s name.

  3. Choose the name from the suggestions.

  4. Finish the text and send the comment or add the task.

  5. With suggestions open, use Up/Down and Enter or Tab to choose, or click a name. Escape closes suggestions; leaving the field also closes the list. Without open suggestions, Enter sends/adds and Shift+Enter inserts a line break.

Check your result

The mention identifies the person and enables a notification in the panel.

What you need to know

  • Mentioning someone does not automatically assign the task to them or expand their permissions.
Open this screen in OneWhats

Keep learning

Back to all guides