Mention a teammate in an internal note
Open Internal note mode. Type the teammate’s name after @, select the correct person from the list, and add the note.
Open Internal note mode. Type the teammate’s name after @, select the correct person from the list, and add the note. Confirm that the note appears with the Internal note label and contains the selected teammate’s name.
Before you start
- The correct conversation open
- The team permission required for the action
Step by step
Open Inbox → conversation → Internal note
Go to Inbox → conversation → Internal note from the main menu. Confirm that the selected record matches the task you are about to complete.
Mention a teammate in an internal note
Open Internal note mode. Type the teammate’s name after @, select the correct person from the list, and add the note.
Check the result
Confirm that the note appears with the Internal note label and contains the selected teammate’s name.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
