@ tag / mention user into an activity note

Lucas MAGNE
Lucas MAGNE Member Posts: 159 VERIFIED MEMBER
Third Anniversary 100 Comments 25 Up Votes 25 Likes

Hi,

It will be so good to have the possibility to tag a Pipedrive user (thanks to @) into an activity note as it's already done for the note in a deal / contact / organization ...

Thanks

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Comments

  • Chad Stewart_2416
    Chad Stewart_2416 Member Posts: 7 VERIFIED MEMBER
    Name Dropper First Comment
    edited July 2022 #2

    Any updates on the ability to @Tag somebody? It feels so natural if I am commenting, saving a note & want another person on the team to get a notification that I can @TeamMemberBob and Bob will see it.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2023 #3

    @Chad Stewart mentions has been in our backlog for a while but due to the current situation we've been moving it forward to better help teams not working together in the same office. One of our teams is currently working on this. However, as it's a brand new project it can still take some time and I can't give you a timeframe as of now.

    Nonetheless, we're working on it :) 

  • Joe_1462
    Joe_1462 Member Posts: 20 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes 5 Up Votes
    edited July 2022 #4
    Who would like to the ability to use @ mentions added to tasks as well? Currently they only work in notes.
  • Joe_1462
    Joe_1462 Member Posts: 20 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes 5 Up Votes
    edited July 2022 #5

    Why are @ mentions only working in the notes area? Why don't they work when putting a note in  task? Could you add it to tasks as well please. 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2023 #6

    The functionality is currently in beta and not available everywhere. 

  • Joe_1462
    Joe_1462 Member Posts: 20 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes 5 Up Votes
    edited February 2023 #7

    The functionality is currently in beta and not available everywhere. 

    Could I get access to the beta for this? 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2023 #8
    Thanks @Joe for posting this poll, I'll tell our team to keep a look.
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2023 #9

    Hi @Joe 

    Unfortunately this functionality is currently not under development. It only works in the "regular notes" right now. I've passed your suggestion on to our team though!

  • Ted Youn
    Ted Youn Member Posts: 119 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes 5 Up Votes
    edited February 2023 #10
  • Theresa Shepherd
    Theresa Shepherd Member Posts: 5 VERIFIED MEMBER
    Second Anniversary Photogenic First Comment
    edited July 2022 #11
    Who would like to see @ mentions available across all Notes fields in all Activities, not just standard Notes?This way the activtiy can be documented correctly and your team mates can be tagged
  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 78 VERIFIED MEMBER
    10 Comments Second Anniversary 5 Up Votes Name Dropper
    edited February 2023 #12

    @Pipedrive Admin IT @Pipedrive Admin 

     

    Hi Team

    This '@mention' feature has brought us so much speed! This is available in NOTE in DEAL. Can we have it on NOTE in LEAD too?

     

    Thank you.

  • Mylène Sage
    Mylène Sage Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited February 2023 #13

    It would be extremely helpful to be able to put tags and mentions in lead notes and activities.

    Thank you

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,295 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    edited February 2023 #14

    Hello @Mylène Sage  , thank you for your feedback! I have added the topic Feedback & Suggestions , so your request is automatically forwarded internally to our developers as a note for consideration 📝

    In the meantime I recommend:

    • Following What's Planned to learn about what we're currently working on 🔎
    • Following What’s New for new release announcements and updates 📢

    🛠Feel free to join Research and Beta Testing for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠

  • Taco van der Kamp
    Taco van der Kamp Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited February 2023 #15

    To be able to bring leads to the attention of the right person in our organization, we would like to have the possibility of Mentions and Comments in the note field of a 'lead'.  

    Currently in pipedrive you can only Mentions and Comments in deals and company's.

    Please make "https://support.pipedrive.com/en/article/mentions-and-comments-beta" also available in leads. 

  • Kristie Callahan
    Kristie Callahan Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited February 2023 #16

    Hi there - is this functionality on the roadmap?  We are not able to use leads functionality in our organization because of this.  It works fine in deals so we are considering making a new deal stage for leads and tracking that way instead.  If anyone has an update on the @mentions in leads... please let me know!!

  • Robin Blandford
    Robin Blandford Member Posts: 18 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Likes Photogenic
    edited February 2023 #17

    +1 on this. It is badly missing.

  • Chad Stewart_45924
    Chad Stewart_45924 Member Posts: 7 VERIFIED MEMBER
    Second Anniversary 5 Likes First Comment Photogenic
    edited February 2023 #18

    Much like the ability to @ Mention users on notes, are you adding the ability to do the same on tasks?

    Would be super useful. 

  • Chad Stewart_45924
    Chad Stewart_45924 Member Posts: 7 VERIFIED MEMBER
    Second Anniversary 5 Likes First Comment Photogenic
    edited February 2023 #19

    How about implementing the ability to @mention to users on Activities?

    This would allow users to comment on a task, check on its status, or add additional detail that another user may need to complete the task. The ability to have it all right there on the task like it does on Notes would be AWESOME!

  • Deimantė Stankevičiūtė
    Deimantė Stankevičiūtė Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited May 2022 #20

    in regular Notes we can tag people with @, but not in activity notes :( 

  • Andreia Freixo
    Andreia Freixo Posts: 170 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited January 2023 #21

    Hi Deimanté!

    Thank you so much for giving us your feedback, it's truly appreciated. 

    It has been sent directly to our product team and they will review it for any future improvements. :)

    Have a lovely day!

  • Jack_54974
    Jack_54974 Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited February 2023 #22

    Yes, I agree. I contacted Pipedrive and was told it isn't a function currently available which I don't really get why. It is a simple function that would really help clean up communication within team. Please can we get this Pipedrive!

  • Jamie Ling
    Jamie Ling Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited February 2023 #23

    Is there any movement here? 

  • René Papesch_61095
    René Papesch_61095 Member Posts: 2 VERIFIED MEMBER
    First Comment First Anniversary
    edited February 2023 #24

    Is there a plan to add this functionality?

  • Andres Saldarriaga
    Andres Saldarriaga Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited July 2022 #25

    It would be great to be able to tag activities, that way you could use priority tags as well as topic related tags and then be able to sort them and act on them accordingly.

    Thanks.

     

  • Ian Yun
    Ian Yun Member Posts: 42 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    edited July 2022 #26

    Pipedrive's memo mention is very useful.

    But this can use only in memo, but not in Activity memo (attached screenshot below)

    image

    I can use mention in Memo.

    image

    But cannot use in activity memo.

    It would be very helpful to use mention in activity memo!

    627c6e8c63bebd366010dcd9_54975.png
    627c6e9d710ffa1995877e71_53950.png
  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 148 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 5 Likes
    edited February 2023 #27

    Hi Ian!

    I agree, this would be really great. IF I remember correctly, this should be something that is in development but I am not 100% sure about this, so don't get your hopes up. I remember seeing something covering Mentions in some development plan.

  • Thierry Brodard
    Thierry Brodard Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited February 2023 #28

    It would be perfect if the mention feature were also available in the leads.

    Because discuss with colleague in the context of a lead, before it's transformed into a deal help a lot

  • Aron Grinshtein
    Aron Grinshtein Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited February 2023 #29

    I completely agree with this!

  • Beatriz_87265
    Beatriz_87265 Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited February 2023 #30

    I came here to ask the same question. where can we send this suggestion for Pipedrive to add this feature in notes in tasks?

  • svamann
    svamann Member Posts: 63 VERIFIED MEMBER
    25 Up Votes 10 Comments First Anniversary Name Dropper
    edited February 2023 #31

    Any news on this? Would love to have that, especially for Call Logs from the app!