Aha! Whiteboards | How to use @ and # mentions

Teams can collaborate best when they are on the same page — literally. To make sure that everyone working on your team has the right context and is included in the right conversations, you can use @ and # mentions to include specific users or records.

Using @ mention automatically adds a user as a watcher or a comment subscriber. Using # mention references whiteboards in your Aha! account.

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Mention a user
Mention a whiteboard

Mention a user

In a comment or inline comment, type the @ key, then the first few characters of the person’s name to refine the list of suggestions. If there is more than one Aha! user in your account with the first and last name you are searching for, you will see their email addresses.

Choose the user’s name from the list of suggestions.

When you mention a fellow Aha! user, they also automatically become watchers of the item or subscribers to the comment.

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Mention a whiteboard

There are many times when you want to mention specific Aha! whiteboards.

Type the # key, then the first few characters of the whiteboard you want to call attention to.
Choose the whiteboard from the list of suggestions — it will insert a clickable yellow icon that links to the whiteboard.

When typing record mentions, make sure to use the exact name or reference number of the record you want to mention. For example, typing "APP-12" will suggest the records "APP-12" and "APP-123," but not "APP-21."

Mentioning a record automatically creates a Relates to link between the records.
When a user clicks the link you have created, the referenced record's drawer will open for them if they have the appropriate user permissions to see that record.

You can customize the info that shows on a referenced record's yellow icon, such as the record's status or who it is assigned to. Right-click the record's icon to select which details show on all record mentions.

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