Tags
Label conversations, like Refund or VIP, so related ones are easy to find again.
Updated 1 min read
Tags label conversations so you can find related ones later, for example every Refund or every Wholesale enquiry. Your organization's tags work across every inbox. A conversation can have several tags.
Anyone can add tags to a conversation and take them off. Owners and admins create, rename and delete the tags themselves.
Add a tag
Open the conversation.
Select + Tag under the subject, or Tags (the tag icon) at the top.
Type to find a tag and tick it.
Owners and admins can type a new name and select Create "…" to make a tag and add it in one go. Members see the tags that already exist. If there are none yet, an owner or admin can create them.
You can also add tags from the Tags section of the details panel.
Remove a tag
Open the tag menu the same way and untick the tag.
Where tags show
Under the conversation's subject.
On its row in the list. By default a row shows up to two tags and a count of the rest. Change this with Display › Tags. See The conversation list: tabs and the Display menu.
Find conversations by tag
In search, filter by tag.
Owners and admins can also open a tag's actions menu in Settings › Tags and select See conversations.
See Search and filters.
Manage tags
Owners and admins manage tags in Settings › Tags: New tag, and Edit or Delete from a tag's actions menu. Deleting a tag removes it from every conversation that has it, and cannot be undone. See Set up statuses, tags and business hours.
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