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SmartDoc: @mentions

Type @ in a SmartDoc to mention a member or a Team; they get a notification that links back to the record.

Written by Peter Novosel

Type @ and a name in a SmartDoc to mention a member or a whole Team. The mention shows as a link, and each mentioned member gets a notification in My Notifications that opens the record.

Plan Availability

All plan types.

Permissions

Any member with edit access to the record can mention members and Teams. The mentioned member needs access to the record to open it.

Platform

Web

Related Reading

A SmartDoc with a member mention shown as a linked name.

How do I mention a member?

  1. Place the cursor in the SmartDoc and type @.

  2. Start typing the member's name. The list filters as you type.

  3. Highlight the member with the mouse or the arrow keys.

  4. Select the name, or press Enter. The member's first and last name appear as a link.

A SmartDoc after a member is mentioned, with the name shown as a link.

How do I mention a Team?

  1. Type @.

  2. Start typing the Team's name.

  3. Highlight the Team and select it, or press Enter. The Team name appears as a link.

A SmartDoc after a Team is mentioned, with the Team name shown as a link.

Note: Mentions work in comments, checklist items and every other rich text area, not only in SmartDoc fields.


Where do I see my mentions?

Open My Notifications. Mentions read "mentioned you" in every section of the panel; select @mentioned in the panel header to see only mentions. Selecting a notification opens the record that holds the mention.

The My Notifications panel filtered to the @mentioned tab.

When do I use a mention?

  • Bring a member into a record they would not otherwise open.

  • Point a developer at a bug report that needs their attention.

  • Pull a subject-matter expert into a discussion outside their project.

  • Address a whole Team at once with one mention.


Frequently asked questions

Short answers to the questions members ask most about this feature.

Do I get a notification when someone mentions me in a SmartDoc?

Yes. Every mention creates an entry in your My Notifications panel, in the @mentioned tab, and selecting it opens the record. The record must be one you have access to.

Does a mention in a comment or checklist item notify the member too?

Yes. Mentions behave the same way in comments, checklist items and SmartDoc fields: the member is linked and notified.

Can I mention a whole Team?

Yes. Type @ and the Team name. Every member of the Team sees the mention in My Notifications.

Last verified 22 Oct 2026.

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