@mentions

@mentions in Blue provide a way to directly notify other users of relevance to a task or discussion.

By using the @ symbol followed by someone’s name, you can tag them in a comment or record description.

Mentions 1

Easily @mention team members in any text area

This triggers a notification for that user, alerting them of the mention. It brings their attention precisely where it is needed.

@mentions can be used to:

  • Delegate Tasks: Assign work or responsibilities by @mentioning the owner.
  • Ask Questions: Seek answers or input from experts by @mentioning them in your query.
  • Give Recognition: Show appreciation by @mentioning teammates who have done great work.
  • Clarify Ownership: Document who is responsible when @mentioning the owner in notes.
  • Notify Stakeholders: Keep clients or managers in the loop by @mentioning them in updates.

You can only @mention people who are in that particular project. If a person is not in the project, they will not appear in the drop-down suggestion list of people you can @mention.

Group @mentions

You can easily @mention groups of users based on their assigned roles or @mention everyone involved in a project. This feature ensures that relevant members receive timely notifications and stay informed about important updates or discussions.

To @mention users based on their roles, you can use the following options:

Predefined Groups:

  • @All: Mention everyone in the project regardless of role.
  • @Admins: Mention all users with administrative privileges.
  • @Team: Mention all users who are team members in the project.
  • @Clients: Mention all clients associated with the project.
  • @Comment Only: Mention users who can only leave comments within the project.
  • @View Only: Mention users who have view-only access to the project.

Custom Roles:

  • @Custom User Roles: Mention users assigned to specific custom roles you’ve defined within the project.

Each group mention shows the number of members who will be notified, so you know the reach of your mention before sending. When you @mention a group, all users within that group will receive notifications through their configured channels (email or push notifications). Additionally, the @mention will appear in their dedicated mentions view within Blue, ensuring they don’t miss any important updates or conversations.

Mentions 2