Note: When you delete a tag, you are deleting all instances of that tag across all time frames and mailboxes. Before you delete, it's important to keep in mind that there is no undo or method to restore the tag. Keep in mind that there is no undo here ― this is a permanent action with no way to restore the previous tags.ĭeleting a tag removes the tag from all conversations and the tags management page. Clicking the tag icon after selecting multiple tags lets you change the color of those tags all at once.Ĭlick on two or more tags and click on the merge icon to combine those tags into a new single tag. The new tag will replace all tags that you select. Select one or multiple tags and click on the magnifying glass icon to see all conversations with the selected tag(s).Ĭlick the tag icon after selecting a single tag and you can change the name of the tag, or add some color if you're feeling fancy. See User Roles and Settings for more on permission settings available to Help Scout administrators.Ĭlick on a tag, or on multiple tags, and a floating menu will appear at the top of the page with 4 options.
Note: You must have permission to manage tags to access this page. Sort in the top right corner allows you to sort alphabetically or by the use count. Note that filtering here only filters the view on this page if you edit or delete a tag, you are taking that action on all instances of the tag across all time frames and mailboxes. Head over to Manage > Tags to see all of your currently in use tags across all mailboxes. Use the Filter menu to choose to only see tags for a specific time frame or specific mailboxes. If you need a quick primer on building a workflow, we've got you covered! Check out Get Started With Workflows for all of the details. Use commas between tags to add multiple tags at one time. Choose the action Add Tag(s) in your workflow, and type in the tag(s) you want to use.
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You can create and/or add a tag with both automatic and manual workflows. Tags appear in front of the subject text. Note: You can quickly figure out which tags are on conversations by glancing at the subject line in a folder or search view. Click the tag icon and type into the text field. Simply select the conversation from within a folder, and a floating menu will appear.
You can also add tags from the folder view. Hit return (enter) if you're typing the tag name in to add it to the conversation. You can add as many tags as you’d like! Click on a tag from that list to select it, or keep typing. As you type, you'll see a drop-down with existing tags that match what you're typing. To create a new tag, simply add it to a conversation - it's that simple! Click into a conversation to add or create a tag anytime.Ĭlick on the tag icon from the conversation toolbar, then type out the tag in the blank text field.
Remove easy doc merge how to#
This article shows you how to add and manage tags. Use tags in Help Scout for an easy way to add context to a message or keep track of certain topics in your mailbox.
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