Tagging (mentioning) Contacts links a task to the People or Organisations it concerns, even when those Contacts are not the assignee. Mentions are added in the Task name field.
How to tag Contacts
- Open the Create a task form (or edit an existing task).
- In the Task name field, type @ and search for the Contact you want to tag.
- Tag any relevant People or Organisations — they do not need to be SwiftFox users.
- Click Create.
What happens when you tag a Contact
- Notifications — any tagged Contact who is a SwiftFox user receives a mention/notification.
- Profile Tasks tab — every tagged Contact (user or not) gets the task listed on their profile under the Tasks tab.
- Mentions column — all tagged Contacts appear as icons in the Mentions column of the tasks table.
Mentions vs assignees
- A mention records that a Contact is relevant to the task. Mentioned Contacts can be People or Organisations and do not need to be users.
- An assignee is the user or team responsible for completing the task. Only users and teams can be assignees.
- A Contact can be mentioned without being an assignee — useful for tying a task to the customer, member, or organisation it relates to.
Notifications summary
- Assignees are notified when a task is created or assigned to them.
- Tagged users receive a mention/notification when they are tagged in a task description.
- Tagged Contacts who are not users are not notified, but the task still appears on their profile Tasks tab.