Creating & Managing Tags

Tags are a brilliant way to manage and locate your templates, since you can filter your template dashboard to display only templates with a specific tag (regardless of what folders they may be housed in).

For example, you could have all of your templates organized into folders such as “Marketing,” “HR” and “Support”, but then tag specific templates with “Content Creation” or “Onboarding”. That way, by clicking the “Content Creation” tag in your dashboard, you can bring up all templates with that tag.

Users: In order to create tags, you must be an Administrator or a Member who has been given ‘can edit’ access by your Administrator.

Creating and assigning tags

To create and assign a tag to a template, you first need to locate the template you want to assign a tag to.

Start in your template dashboard and click the three dots next to your template’s name to open up the right-hand menu.

Select “More options” and scroll down to the “Tags” field. Start typing the name of the tag you want to apply to your template in the box provided. If the tag already exists then a dropdown will appear, letting you click on the existing entry to add it to your template.

If the tag does not already exist in your organization, then type out its full name and hit “Enter” on your keyboard. This will add it to the template and your template dashboard.

Refresh your home screen to see the updated count of templates that have that tag in the left side of your template dashboard, as shown below.

Managing tags

Viewing or removing assigned tags

You can see which tags are already assigned to a template by looking below the tag entry field (the one described above). Current tags are displayed in blue boxes.

You can remove a tag from a template by clicking the “X” at the end of any of the blue tag boxes.

Filtering templates using tags

To filter your template dashboard using tags, click on any of the tags in the left-hand side of your home dashboard view.

This will limit your view to only displaying templates with that particular tag.

Editing and deleting tags

To edit a tag’s name, click on it to filter your dashboard, then click the cog next to its name at the top of your dashboard.

Then select “Change tag settings”.

From here you can either alter the tag name and then hit “Update” to save your changes, or click “Delete” to delete the tag entirely. Bear in mind that you cannot delete a tag if it is still assigned to a template; you will need to remove that tag from all templates first.

Learn more about templates, folders, and managing user permissions.


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