How can I tag a team member so they'll see a discussion?

If you want to draw specific attention to your comment, you can tag other users in your comment and they will receive a notification that they have been mentioned. You can also create a task from a comment.

To tag a user, type the @ symbol in the comment box. A drop down list will appear, enabling you to tag a specific person, everyone, or your account manager. You can tag multiple people in a comment by using the @ tagging feature multiple times. For instance, you could say, “@Jane Doe and @John Doe, I need you two to follow up with Mary. Her laundry is missing. Thanks!”

Useful Tags

@Jane Doe – Tag someone who has permission to see the report. The drop down menu will show you who you can tag. The person you tag will receive an email notification that they have been mentioned in a discussion.

@Everyone – Everyone who has permission to view this report will receive an email notifying them there is a comment they need to view.

@Pinnacle – If you have a question about the report, tag Pinnacle and your account manager will assist you.