What are mentions

Mentions are a simple way to get someone's attention. When you are in a Team Space you can use the @ symbol to mention someone.

When you create a mention, anyone mentioned will receive a notification that they have been mentioned and will be able to see who, mentioned them and when and where in the Team Space.

Create a mention

When you mention someone in a comment, they will receive a notification that they've been mentioned and who mentioned them.

You can mention multiple people at once. You can also mention everyone in a Team Space by using @everyone

1. Type @ to bring up the 'PEOPLE' and 'TAGS' widget
2. Start typing the name of the person you want to mention or use your arrow keys to select them
3. Hit [Tab] on your keyboard to choose the person

View mentions

Whenever you have any unread mentions, a blue notification dot will appear in the top left of the menu bar if the sidebar is collapsed. If the sidebar is open, you'll see the number of unread mentions.

1. Open the sidebar if it's not already open
2. At the top you'll see 'Unread' with a number in a blue bubble
3. Click 'Unread' to see all unread mentions
4. Click the down / up arrows in the navigation widget to jump from mention to mention

To learn more about viewing/clearing mentions - check out the full documentation.

Clear mentions

When you are in 'mentions mode' - where mentions are highlighted and the mention navigation widget is visible in the top right, you have two options to clear mentions - by hovering over the mention and clicking the checkmark icon or clear mentions using the mentions widget.

To clear by hovering over a mention:

1. Enter 'mention mode' from the sidebar or menu bar
2. Hover over a mention with your mouse
3. Click the single or double checkmark icon to mark that mention as read

What are conversations

Conversations are created anytime a mention is replied to.

You can start conversations as a response to any item in Workflowy or on their own if you don't have a specific item to comment on.

Start conversations

Replies are not sent automatically and no-one can see your reply until you publish it. Unpublished replies are automatically saved as 'Drafts' you can access from the sidebar.

The easiest way to start a conversation is to reply to a mention.

1. Locate a mention you want to reply to
2. Click anywhere in the mention
3. Hit [Enter] to start drafting a reply and start a conversation
4. Write your reply
5. Click 'Publish' or hit the keyboard shortcut

To learn more about how to start conversations - check out the full documentation.

View conversations

Whenever you have any unread conversations, a blue notification dot will appear in the top left of the menu bar if the sidebar is collapsed. If the sidebar is open, you'll see the number of unread mentions.

1. Open the sidebar if it's not already open
2. At the top you'll see 'Unread' with a number in a blue bubble
3. Click 'Unread' to see all unread mentions
4. Click the down / up arrows in the navigation widget to jump from conversation to conversation

To learn more about viewing/clearing mentions - check out the full documentation.

What is recent activity

Recent team activity lets you view the last additions and changes any member on your team has made in your Team Space within the last 7 days. You'll also be able to see when the modification was made.

This includes things like: Items added, moved, edited, completed, and mentions made.

View activity

1. Open the sidebar if it's not already open
2. Navigate to your Team Space section
3. Expand the 'PEOPLE' section
4. Click on the name of the user whose activity you want to explore

View invoices

1. Open the sidebar if it's not already open
2. Navigate to your Team Space section
3. Expand the 'PEOPLE' section
4. Click on the name of the user whose activity you want to explore

Update payment info

1. Open the sidebar if it's not already open
2. Navigate to your Team Space section
3. Expand the 'PEOPLE' section
4. Click on the name of the user whose activity you want to explore

What are Team Spaces

A Team Space is a special type of bullet in Workflowy that gives you and your team access to powerful features that make it easy to communicate and collaborate.

Team Space user get access to mentions, conversations, and recent activity.

Create a team

The simplest way to create a Team Space is to share a bullet that you want to use as your Team Space and then enable on the feature.

1. Choose a bullet you want to serve as your Team Space or create a new one
2. Open the bullet menu for that item
3. Choose 'Share'
4. Toggle the 'Enable Team Space' option
5. Choose your team's plan
6. Enter your payment details (only if required)
7. Start your 30-day free trial

Edit team members

Any team member with 'Admin' permissions can add a new member to a Team Space.

1. Open the sidebar if it's not already open
2. Click the three horizontal dots next to your Team Space's name
3. Add the new team member's email in the 'Invite people' section
4. Choose their permission level (Admin, Can edit, Can view)
5. Click 'Invite'

To learn more about adding or removing team members - check the full documentation.

Full documentation

The full documentation for Team Spaces is available here.

And if you have any questions, reach out to us at teams@workflowy.com