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Comments and Mentions

What it is

Comments are notes and messages on tasks and other records. Mentions are a way to tag a specific person using @name so they're notified and the comment is highlighted for them.

When to use it

Leave a comment whenever you want to discuss a task, ask a question, update others on progress, or share information. Use mentions to get someone's specific attention.

Where to find it

Comments appear on every task and many records. Look for a "Comments" section or a comment field. Type @ to start a mention.

How it works

Leaving a comment:

  1. Open a task or record.
  2. Find the Comments section.
  3. Click in the comment field and type your message.
  4. You can use markdown: bold, italic, code, lists, links.
  5. Click Post or Send.

Mentioning someone:

  1. Type @ in a comment field.
  2. A list of people appears.
  3. Type their name to filter the list.
  4. Click their name to mention them.
  5. They'll get a notification with a link to the comment.

The mentioned person will see the comment highlighted in their notification and when they view the task.

Email replies:

If your organization has email notifications enabled, you can reply to a task notification email and your reply will post as a comment on the task automatically.

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