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Organise ideas with tags

3 min read
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Updated

Tags are short labels, such as Mobile or Billing, that you put on ideas to sort and find them. A tag can be public, so customers can filter a board by it. An internal tag is only for your team.

Who can use it

All plans. Owners, admins and Managers can create, rename and delete tags. Owners, admins, Managers and Moderators can put tags on ideas and take them off. A Viewer can see the tags, but cannot change them.

Add a tag

  1. Open your product.
  2. Select Product settings.
  3. Select Tags in the settings sections.
  4. Under Add a tag, type a Tag name. It can hold up to 30 characters.
  5. Type a Tag URL slug. Use lowercase letters, numbers and hyphens.
  6. Optional: tick Internal tag if only your team should see it.
  7. Select Add tag.
Products list with the Acme Notes row marked 1.
Product menu with Product settings marked 2.
Product settings page scrolled to the top, with the Tags link in the On this page bar marked 3.
Tags section with Tag name marked 4, Tag URL slug 5, Internal tag 6 and Add tag 7.

A product can hold up to 100 tags. The Tags list shows each tag's Name, URL slug and Visibility, which is Public or Internal.

Put a tag on an idea

  1. Open the idea.
  2. Choose a tag under Add a tag to this post.
  3. Select Add tag to post.
Inbox with the idea Dark mode for the mobile app marked 1.
Idea page with Add a tag to this post marked 2.
Idea page with Add tag to post marked 3.

To take a tag off an idea, select the remove button next to it. Its label starts with the words Remove tag.

Rename or delete a tag

To rename a tag:

  1. In the Tags list, select Rename in the tag's row.
  2. Type a New name.
  3. Select Save tag name.
Tags list with the Rename button of the Mobile tag marked 1.
Rename form for the Mobile tag with New name marked 2.
Rename form for the Mobile tag with Save tag name marked 3.

To delete a tag:

  1. In the Tags list, select Delete in the tag's row.
  2. Select Delete tag to confirm.
Tags list with the Delete button of the Mobile tag marked 1.
Delete tag Mobile dialog with the Delete tag button marked 2.

Deleting a tag removes it from every idea it was on. Nothing else about those ideas changes.

What customers see

Customers see public tags on ideas and can filter a board by them. Internal tags never appear on the portal, in its filters or in its counts.

Important

Making a tag public, or putting a public tag on an idea, changes what visitors can find. Check before you do it.

Find ideas by tag

In your product's Inbox, select Filters and choose Tag. See Ideas and the review inbox.

Example

For example, Sam Taylor at Acme Notes creates a public tag named Mobile with the Tag URL slug mobile. Sam opens the idea Dark mode for the mobile app, chooses Mobile under Add a tag to this post, and selects Add tag to post. Visitors can now filter the board by Mobile.

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