What are Tags?

The Tags column allows you to list a number of keywords that will appear next to a hashtag symbol (#) in the Tags column. This way, whenever you create a Tags column for a Main Board in your account, you will have the same pool of tags to choose from to assign to any of your pulses on other Main Boards. 

Using the Tags column will help you to group pulses from different groups or different boards throughout your account by a consistent keyword!

For example, you can type in the tag keyword (with or without the "#" before it) into the board’s search/filter bar to filter the results for pulses matching that tag. 

This feature also really comes in handy when you type a "#" and the keyword into Search Everything to yield all results for pulses with that tag across all of your Main Boards. Currently, you are not able to edit Tags from that view yet, but this feature will be available soon!

Here is one example of when tags would be useful:

Let’s say you have multiple boards with various tasks, and each board contains tasks from various clients. One of them could look like this:

 

If you want to find all the pulses associated with a certain client across all your Main Boards, you can create a Tags column and type in each client name as a tag for the appropriate pulses, as shown above.

Once you enter the client’s name as a tag, you don’t have to keep typing in the full name as an option any more. It will automatically show up as a choice from your preset list of tags, even on other Main Boards!

Now, you have a consistent way for you and your team to associate certain pulses with certain clients, even if they create their own Main Boards!

Please note that whenever you enter a new Tag for a Shareable or Private Board, those options will only show for each of those types of boards, respectively. In other words, Shareable Boards will have their own set of tags, and Private Boards will also have their own set of tags.

If you have more questions about the Tags column, please feel free to reach out to our Customer success team. We’re happy to help! :)

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