@Mentions & Tagging

Tag team members and clients directly in comments and replies. Type @ to see a list of people on your project, select a name, and they get notified automatically.

Enabling @Mentions

@Mentions are controlled at two levels:

Project Level

Go to Project Settings > Functionalities and toggle @Mentions / Tagging on.

Default Settings

Go to Default Settings > Functionalities to set the default for all new projects. Existing projects are not affected.

@Mentions are automatically disabled when a project has fewer than 2 eligible people (owner + team members + approved clients). The toggle will have no effect until more people are added.

How to Use

In the Widget

  1. Click on an element to open the comment input
  2. Type @ anywhere in your comment
  3. A dropdown appears with all eligible people on the project
  4. Click a name or use arrow keys and Enter to select
  5. The mention appears as a styled @Name in your comment
  6. Submit the comment — the tagged person receives a notification

In the Dashboard

Type @ in the reply field on any comment in your project page. The same dropdown and notification behavior applies.

Manual Tagging

Click the people icon next to the priority dropdown to attach users to a comment without mentioning them in the text. This is useful for assigning feedback to someone without writing their name in the comment body.

Manually attached users receive the same notifications as @mentioned users.

Who Can Be Mentioned

The mention dropdown only shows people who are part of the current project:

  • Project owner — always included, cannot be removed
  • Assigned team members — members added to this specific project
  • Approved clients — clients with access to this project

People who are not assigned to the project will not appear in the dropdown, even if they are members of the workspace.

Team Member Assignment

Control which team members have access to each project.

Per-Project Assignment

Go to Project Settings > Access to add or remove team members from a project. The owner is always included.

Default Assignment for New Projects

Go to Default Settings > Access and set Auto-assign members to new projects:

  • Name
    All
    Type
    default
    Description

    Every team member is automatically added to new projects.

  • Name
    Selected
    Type
    option
    Description

    Only the members you choose are added to new projects. Configure the default list below the dropdown.

  • Name
    None
    Type
    option
    Description

    No team members are added automatically. You assign them manually per project.

Project Creation

When creating a new project from the dashboard, you can choose which team members to include. The selection is pre-filled based on your default assignment setting.

When creating a project via the Chrome extension or API, the default assignment setting is applied automatically.

Team Member Visibility

Team members with the Team role only see projects they are assigned to. Workspace owners and members with the Member role see all projects.

Use the filter on the projects page to view projects assigned to a specific team member.

Notifications

Tagged users receive email notifications based on their notification preferences.

A dedicated Mentions notification type allows users to opt in or out of mention notifications separately from other activity (new comments, replies, status changes).

Notification preferences can be configured in Account > Notifications.

Tagging someone in a reply subscribes them to the entire comment thread. They will receive notifications for future replies in that thread.

Integrations

When a comment includes @mentions, the tagged users are included in integration payloads:

  • Slack — Tagged user names appear in the notification message
  • Trello — Tagged users are listed in the card description
  • Webhooksmentions and attachedUsers arrays are included in the JSON payload

Privacy

The mention dropdown never exposes email addresses. Only display names and roles are shown to other users in the widget. Email addresses are stored server-side only and used for notifications.

Authentication & Tagging

Only logged-in users can tag people. If a non-logged-in user types @:

  • A small prompt appears with a Sign in button
  • If client registration is enabled (open or request mode), a Register button also appears
  • After signing in, the user can tag people in their comment

Draft Preservation

If a user starts writing a comment and then needs to sign in (triggered by typing @), their in-progress comment is automatically saved and restored after login. This works across all login methods: password, magic link, and Google OAuth.

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