Colleague Tagging

Collaborate Better with Colleague Tagging

Working together just got easier. With Engager.app’s Colleague Tagging feature, you can @mention team members on tasks, notes, or services to keep everyone on the same page.

A dashboard screen showcases a project management app with sections for recent records, records reviewed, in progress, and in review. It features colorful status tags and colleague tagging options. A dropdown menu on the right offers various colored choices.

Ditch the chaos

Tag, Notify, and Collaborate Seamlessly

Quickly tag colleagues, assign roles, and send notifications right where the work happens. Keep everyone informed, spark collaboration, and eliminate email clutter—so teams act fast and stay aligned throughout every task.

A chat interface on a green background displays timestamps, user initials, and comments on test expenses and invoice questions. Emojis mark thoughts, ideas, and rejection. Colleague tagging highlights specific users to ensure prompt responses in the ongoing discussion.

Streamline Teamwork and Stay Aligned

Communication should be simple and effective. With Engager.app’s Colleague Tagging, you can:

@mention team members on tasks, notes, or services.

Trigger instant notifications so nothing gets missed.

Create an audit trail for clear, trackable communication that can be revisited anytime.

Keep everyone in sync and make collaboration effortless.

Built by Accountants and Bookkeepers.

For Accountants and Bookkeepers

Discover Why Over 1,000 Firms Across the UK Have Made the Switch

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Is your team communication scattered across emails and chat apps?

With Engager.app’s Colleague Tagging, you can @mention team members directly on tasks, notes, or services. Everything stays organised and in context, so no important information gets lost in long email threads or chat history.

Diagram showing a white @mention box connected by dotted lines to five colorful circles, each containing an outline of a colleague, set against a red background.
A green background showcases a white square with a dark blue megaphone icon, accompanied by a small red circle displaying the number 13, highlighting notifications for colleague tagging.

Are updates getting missed, causing delays?

Tagging automatically triggers instant notifications, so team members know exactly what needs their attention. It eliminates the risk of missed updates and keeps tasks moving forward without delays.

Are you struggling to hold team members accountable for tasks?

Every tag and comment is recorded and time-stamped, creating a clear audit trail. You’ll always know who was notified, when, and what action was requested—ensuring full accountability.

A chat message with a yellow background, timestamped 04/12/2024, 16:14. It reads, I want to move these expenses to DLA - happy for me to go ahead? Theres also a mention of TB and includes colleague tagging for seamless collaboration.
Audit trail displaying changes made to a project: responsibility change, field value updates, checklist progress, with timestamps and initials for each entry. Includes colleague tagging to enhance collaboration and accountability.

Do you have trouble tracking decisions and conversations later on?

Engager.app stores all tagged messages and updates in a central, revisitable audit trail. You can go back anytime to check decisions, notes, or instructions without digging through old files or messages.

Testimonials

Don’t Just Take Our Word For It

You’ve got the questions

We Have the Answers

We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.

Still not sure? Email support@engager.app any time, we’re always happy to help.

Subscriptions that
don't break the bank

Our subscriptions are scalable for any size practice, starting at £9+VAT per month.


Check out our pricing matrix to see how affordable our plans can be for your firm.

Colleague Tagging allows you to @mention team members directly within tasks, notes, or services. This triggers a notification to the tagged person, ensuring they’re aware of updates or actions needed.

When you tag a colleague, they receive an instant notification within Engager.app, and optionally via email, alerting them to the task or comment. Notifications can be customised based on individual preferences.

Absolutely! Tagging is perfect for assigning tasks, sharing updates, and requesting input—all within the relevant task or note. It keeps communication clear and focused on what matters.

Yes. Every tag and comment is time-stamped and stored within the platform. This creates a complete audit trail that can be revisited at any time for clarity or compliance.

Yes, it’s as simple as typing “@” and selecting a colleague’s name. The intuitive design makes it easy for anyone on your team to use tagging without any learning curve.

PRICING

Clear And Honest Pricing

All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration.
Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.

5 Clients
Team Size Icon
For Small Sized Teams
Up to 5 Clients

Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.

£9/Monthly

What’s Included

  • Secure Client Portal
  • eSigning Capabilities
  • Mobile App Access
  • Branded Client Experience
  • Automated Notifications
  • Integration with Accounting Software
  • Task Management
  • Client Messaging System
  • Document Templates
  • Audit Trail
5 Clients
Team Size Icon
For Small Sized Teams
Up to 5 Clients

Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.

£14/Monthly

What’s Included

  • Secure Client Portal
  • eSigning Capabilities
  • Mobile App Access
  • Branded Client Experience
  • Automated Notifications
  • Integration with Accounting Software
  • Task Management
  • Client Messaging System
  • Document Templates
  • Audit Trail