User Mentions

Need to chase a member of the team for an update? Stuck with a tricky Self Assessment and need your Tax Expert to review? This is where the power of User Notifications comes into play

You can mention a User either by Services or Tasks

In this example, I’ve been working through a Self Assessment and I’m stumped - I’ve marked my job card as Help Needed so I know where I am with the work

 

When you enter into the job card, you can scroll down and select ‘new comment’

Enter in the issue then select @ to then tag the relevant team member - in this case, the Boss

This will immediately flag to the Boss that I need help to move on

The Boss will now have a User Mention flag up on their top bar and in BLUE to signify that it is NEW

 

When the BOSS clicks into the mention, it will take them directly to the item required for them to act accordingly. If they need to come back to that Mention, they can re-mark the Mention as Blue again, and action later on