@ Mentions Now Work in More Places

Following the launch of @ mentions in Dashboard and Shell comments, we’ve expanded this functionality to even more areas to help you collaborate faster and more effectively.

You can now tag teammates in:

• Change Order Draft Comments
• Invoice Draft Comments
• Approval Flow Comments

How it works:

• Type @ in any of the comment fields listed above
• A dropdown will appear with all team members
• Start typing to filter names and select who you need
• The tagged user will receive an email notification—even if they’re not in the default notification group

This update helps make sure feedback and questions are seen by the right people right away. No more guessing who’s looped in, just @ them.

If you have questions or want a quick walkthrough, your Customer Success Manager is happy to help.

👉Click Here for Full Guide on the @ Function

New Feature: List Tags

We're excited to introduce List Tags, a new way to manage multiple values within a single tag, no more long text strings or manual formatting.

List Tags allow you to add and update individual values in a clean, structured format. Whether you're working with Cost Items or Property Shells, this gives you more control over your data.

You'll also be able to filter and report on these tags, making it easier to analyze key information across your projects.

👉Click Here for Full Guide on List Tags