Tagging/mentioning a coworker in a note

Colleagues can be mentioned through comments in:

• Notes
• Tasks
• Conversations
• Referrals

Internal comments are a great way to collaborate with coworkers. To get started, find a note you’d like to mention a coworker in. At the bottom of the note, you’ll see a field titled “Add internal comment.”

If you type the @ symbol, you will see your coworkers' names pop up. Either click on one of their names or type to find the name you’re looking for.

After you mention someone, they will receive a notification under the bell icon. They will be able to click to go straight to the note where they are mentioned.