Can I alert a user if I need them to see a comment or question?

← Users
You sure can! We call these mentions and you have likely used them within other online platforms.

ex: "@User's Name"

It can be used in any of these ways, follow the link(s) below to see the specific path through the system:

Here is how "@" mentions appear:


Additional Notes: 
  • You are able to mention multiple users in each note/comment.
  • Do know that users will have to have access to the particular area that you are asking them to look into further.
  • Some mentions will go directly to the source and others we are improving upon over time. 
  • Please feel free to give us your suggestions as always via our support email or our Feedback Forum.

Users

  1. How do I add users?
  2. What is an account owner?
  3. How do I delete an Administrator?
  4. What are the different user roles?
  5. How do I resend an invitation to a team member?
  6. Can I add a User from within my Proposal Outline?
  7. Can I see a log of my user activity?
  8. Can I alert a user if I need them to see a comment or question?
  9. What sort of security settings can be set in an account?
  10. How do I delete a user and reassign their tasks?
  11. Can I view the emails and notifications sent to my users?

Feedback and Knowledge Base

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