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How to Use @Mentions

Tag team members using @mentions in comments to get their attention and ensure they see important updates.

Quick Summary

Type @ followed by a name in any comment field. Select the person from the dropdown. They'll receive an immediate notification.


Before You Begin

Note
  • @Mentions work in work order comments
  • Mentioned users must have an Infodeck account
  • Mentions trigger immediate notifications

How @Mentions Work

💬 Type @ in comment

📝 Name suggestions appear

👤 Select person

📨 They receive notification

🔗 Notification links to comment

Using @Mentions

Step 1: Open Comment Field

  1. Navigate to a work order
  2. Find the Comments section
  3. Click in the comment input field

Step 2: Type @ Symbol

  1. Type the @ symbol
  2. Dropdown appears with team members
  3. Start typing a name to filter

Step 3: Select Person

  1. Click on the person's name
  2. Or use arrow keys and Enter
  3. Name appears highlighted in comment

Step 4: Complete Comment

  1. Finish typing your message
  2. Click Send or press Enter
  3. Mentioned user(s) notified immediately

Real-World Examples

Example 1: Escalate to Supervisor

Situation: A technician needs supervisor approval before ordering an expensive part.

Action:

@Sarah Chen - This repair requires a $2,500 compressor replacement.
Please approve so I can place the order. Photos attached.

Result: Sarah receives immediate notification, sees the context, and can approve quickly.


Example 2: Request Specialist Input

Situation: General maintenance found an electrical issue but needs an electrician's assessment.

Action:

Found exposed wiring in the ceiling. @Mike Johnson can you take a
look at this today? May need to shut off the circuit.

Result: Mike gets notified immediately and can prioritize this safety issue.


Example 3: Loop in Multiple People

Situation: A complex issue requires input from both facilities and IT teams.

Action:

The server room AC is struggling again. @Lisa Wong (facilities) and
@Dev Patel (IT) - can we coordinate a joint assessment tomorrow morning?

Result: Both Lisa and Dev receive notifications and can coordinate their schedules.


Example 4: Document Decision for Records

Situation: Manager made a verbal decision and technician wants it documented.

Action:

Per discussion with @Tom Wilson, we're proceeding with Option B
(repair rather than replace). Expected completion by EOD.

Result: Tom is tagged for visibility, and the decision is documented in the work order history.


Mention Notifications

What Recipients See

ChannelNotification Content
In-App"John mentioned you in WO-2024-001"
Push"John: @You - can you review this HVAC issue?"
EmailFull comment with context and link

Notification Includes

ElementDescription
Who mentionedName of commenter
WhereWork order number and title
WhatComment text (truncated on push)
LinkDirect link to the comment

Who Can Be Mentioned

User TypeCan Mention
Active users✅ Yes
Users in organization✅ Yes
Deactivated users❌ No
External users❌ No

Mention Suggestions

The dropdown shows users based on:

FactorBehavior
Recent interactionsPeople you frequently mention
Work order participantsCreator, assigned, commenters
Team membersYour team members
All organizationEveryone as you type more

Best Practices

When to Use @Mentions

SituationUse Mention?
Need someone's input✅ Yes
Escalating an issue✅ Yes
Documenting a decision✅ Yes
FYI information⚠️ Consider (may be unnecessary)
General update❌ No (they'll see in status)

Mention Etiquette

DoDon't
Mention relevant peopleOver-mention (spam)
Be specific in your askVague "thoughts?"
Use for time-sensitive itemsUse for everything
Keep list focusedTag entire organization

Clear Communication

Include in your comment:

  • What you need from them
  • Why you're mentioning them
  • When you need response (if urgent)

Good:

@Sarah Chen - Customer is waiting. Can you approve
this quote by 3pm today?

Less Helpful:

@Sarah Chen thoughts?

Troubleshooting

Person Not Appearing in Dropdown

IssueCauseSolution
Not showingUser deactivatedCheck user status
Spelling differentName variationTry different spelling
Recent joinerCache not updatedRefresh page

Mention Notification Not Received

IssueCauseSolution
User didn't get alertNotifications disabledCheck their preferences
Email missingWrong channelUser should check settings
Push missingApp permissionsEnable in phone settings

Mentions in Activity History

All mentions are recorded:

  1. In the comment — Visible to everyone
  2. In activity timeline — "@mentioned Mike Johnson"
  3. In notification history — For mentioned user

This creates an audit trail of communication.


Mobile @Mentions

Using mentions on mobile:

  1. Open work order in Infodeck app
  2. Tap Comments section
  3. Type @ on keyboard
  4. Suggestion list appears
  5. Tap to select
  6. Complete and send


Need help? Contact Infodeck Support

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