Using Mentions in Comments and Notes

When the Enable Mentioning in Comments & Notes setting located within the System Configuration page is turned on, you can mention others in Notes and Comments from:

    1. Project Edit (Project List > Project Edit > Attachments > Notes)
    1. Group Work Plan: Setup > Organization > Groups > Group Edit
    2. User Work Plan: Setup > Organization > Users > User Edit
    3. Role Work Plan: Setup > Organization > Roles > Role Edit
    4. Project Work Plan: Project List > Project Edit > Planners Or Project List > Context Menu
    5. Resource Scheduling Work Plan: Entries > Resource Scheduling
    6. Project Scheduling Work Plan: Entries > Project Scheduling
    7. My Work Plan: Entries > My Work Plan
    1. Entries > Work Item Manager > Expand drawer > Comments tab
    2. Entries > Work Item Manager > Work Item Edit > Comments tab
    3. Project List > Project Edit > Work Items tab > Expand drawer > Comments tab
    4. Project List > Project Edit > Work Items tab > Work Item Edit > Comments tab

How Mentions Work

When adding a new Note or Comment, a placeholder message—“Type @ to mention and to notify someone”—now appears next to the cursor, guiding you on how to tag others.

Click the Save button to save and send the Notification. Mentioned users will receive a notification, ensuring they are aware of relevant updates or required actions.

Typing “@” triggers a dropdown list of user suggestions (maximum of 15), which dynamically updates as you type more characters, refining the suggestions in real time.

Note: You can mention multiple Users in a single Comment or Note, including the same user more than once. However, each User will receive only one notification, regardless of how many times they are mentioned.

1- Project Notes

Mentioned users will receive a notification, ensuring they are aware of relevant updates or required actions. To support this functionality a new System Notification titled Project Notes Mention Notification is now available from System Notifications page (Setup > Notifications). For further details refer to Project Notes Mention Notification.

Notes displayed within the Notes tab will appear as plain text without any formatting, ensuring consistency across all listed entries. This also applies to the tooltip that appears when you hover over a Note, where the content remains unformatted.

2- Work Plan Booking Notes

When adding a new Note, a placeholder message—“Type @ to mention and to notify someone”—now appears next to the cursor, guiding you on how to tag others.

When a user is mentioned using @ notation, the system triggers a Booking Notes Mention Notification, which includes relevant details about the mention. For further details refer to Booking Notes Mention Notification.

3- Work Item Comments

When adding a new Comment, a placeholder message—“Type @ to mention and to notify someone”—now appears next to the cursor, guiding you on how to tag others.

If a Project is selected for the Work Item, you can mention:

  • Project Manager / Alternate Manager – Displays assigned manager’s name
  • Project Team – Displays team size and includes only active, onboarded users
  • Specific Users – @Last Name, First Name (with Logon Name as a tooltip)

If no Project is selected for the Work Item, you can mention:

  • Specific Users – @Last Name, First Name (with Logon Name as a tooltip)

When a user is mentioned using @ notation, the system triggers a Work Item Mention Notification, which includes relevant details about the mention. For further details refer to Work Item Mention Notification.

The suggestion list displays:

  • Active Users - if they have a valid Email (suspended and decommissioned users are excluded)
  • Project Manager or Alternate Manager - if they are associated with the Project and have a valid email
  • Project Team - if at least 1 or more active and onboarded User with a valid Email.

Tooltips and visual indicators for Mentioned Users

  • Decommissioned or Suspended Users: The mention appears in red, with tooltips indicating their status: Decommissioned User, or Suspended User.
  • Removed or Out-of-Scope Users: The mention appears in red, with a tooltip displaying Unknown User.
  • Removed Project Manager or Alternate Manager: Tooltips display: No Manager Defined.
  • Undefined Project Team: Tooltips display: No Team Member Defined.
  • Removed Email Address: The mention appears in grey, with tooltips displaying: Invalid Email.