Teams can collaborate best when they are on the same page — literally. To make sure that everyone working on your team has the right context and is included in the right conversations, you can use @ and # mentions to include specific users or records.
Using @ mention automatically adds a user as a watcher or a comment subscriber. Click any of the following links to skip ahead:
Mention a user
In the editor, type the @ key, then the first few characters of the person’s name to refine the list of suggestions. If there is more than one Aha! user in your account with the first and last name you are searching for, you will see their email addresses.
Choose the user’s name from the list of suggestions.
By mentioning a fellow user in your account, they also automatically become a watcher of the item or subscriber to the comment:
If a user is mentioned in a document, they become a “watcher” and will receive emails for updates to the document (including the one where they were mentioned).
If a user is mentioned in a comment, they become a subscriber to the comment conversation and receive the comment, plus any subsequent comments in the conversation.
Mention a record
There are many times when you want to mention specific Aha! records. In the text editor, you can # mention the following record types:
Let’s say you want to mention a note. In the editor, type the # key, then the first few words of the note's title. Choose the note from the list of suggestions — it will insert a clickable yellow icon that links to the note.
When typing record mentions, make sure to use the exact name or reference number of the record you want to mention. For example, typing "APP-12" will suggest the records "APP-12" and "APP-123," but not "APP-21."
Mentioning a record automatically creates a Relates to link between the records.
When a user clicks the link you have created, the referenced record's drawer will open for them if they have the appropriate user permissions to see that record.
You can customize the info that shows on a referenced record's yellow icon, such as the record's status or who it is assigned to. Right-click the record's icon to select which details show on all record mentions.