Understanding tags

Overview

Tags make it easy to track certain topics in your inboxes, set up rules to sort messages automatically, report on trends in analytics, and use as private folders to file your messages into.


How it works

Private and team tags

Tags are either private for you or shared with your team: 

  • Private tags will always appear with a lock icon to distinguish them. When you add a private tag to a team conversation, it’s still only visible to you.
  • When you apply a team tag to a team conversation, it will be visible to everyone with access to it. Applying a team tag to a private conversation in your inbox will not share it with your team automatically.

Gmail and Office 365 tag sync

When you connect a Gmail or Office 365 account as a channel in Front, your labels (Gmail) and folders (Office 365) will sync to Front as tags, including any nesting you’ve set up. If you connect an account as a private channel, the tags will be private; if you connect an account as a team channel, the tags will be shared with your team.


Creating and using tags

Create a new tag

To create a new tag, click the tag icon, and select New tag from the list. 

In the popup window, give your tag a name, select the privacy option, whether the tag should be nested under another tag, and highlight the tag with a color or emoji if you’d like. Highlighting a tag will display it in the conversation list when it’s used on a message.

When you're done, click Create. If you create a nested tag, you can see the full tag trail when you apply a subtag. You can nest up to 5 levels of tags.

 

Highlight tags to make them stand out

You can highlight tags with colors or emojis to make them visible in your inbox conversation list. This helps you visually identify what’s urgent or understand the topic before reading a message. 

You can set a color or emoji when you first create the tag, as well as edit it afterwards by clicking the applied tag and selecting Edit. You can use either a highlight color or an emoji. The highlight will also be displayed if you pin a highlighted tag in your workspace.

Tag a conversation

You can tag a conversation by clicking the tag icon. You can type the tag name you want to add in the search bar, create a new tag, or scroll through all tags. You can add as many tags as you want, though Front will collapse the tags when there are many tags on a conversation. 

Automate tagging with rules

You can also automatically add tags using rules. To do this, add an action using Add tag. You may also list more than one tag.

Rules are also a great way to use tags to trigger actions. For example, you can set up a rule that when a conversation is tagged “🐛Bug”, it’s automatically moved to your “Tech Support” folder and assigned to an engineer.

View, edit, and delete tags in Settings

To view and edit all tags, go into your Settings, and select My tags for private tags or Tags for team tags. When you click into the tag, you can edit the name of the tag, update the nesting structure, highlight the tag, define in which inboxes the tag appears, or delete the tag. 

Use tags as folders for filing

February 2019  will see some exciting updates to Front tags and your private workspace options! These changes are rolling out in the app over the month and will include nested tags and using tags as private folders to file conversations into.

Read here for more details about using tags as private folders!

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  • Am I right that one can only add tags to his own or company inboxes?

    Is there a way to have company-wide tags and to import them instead of adding them manualy?

    We think of using tags as "folders" and for the time being  to achieve that, each user would need to add manually the same tags, to be able to use it in his own inbox. It seems a bit awkward for us.

    Reply Like 1
  • Hi Przemysław Cichowicz,

    Yes, you are correct. We don't currently have a way to add default private tags for everyone.

    At the moment tags are by inbox. We are working on revamping tags, and when we're finished, they will be either by teammate (visible only by this teammate), or by team (visible only by this team).

    We'll be sure to let you know when the revamp is live. Hope that helps! 

    Reply Like 1
  • Hi Cori Morris ,

    Can I vote for that and see the progress on Front Product Roadmap at Trello Board?

    Przemek

    Reply Like
  • Hey Przemysław,

    Sure, although, there's no need to vote for it because it's already in progress.  It's now on Trello.

    Reply Like
  • Hey, the settings for new a tag have changed a but right?

    Right now in our case the tags are set to private by default, is there any way we can set the as public by default when creating a new tag?

    Reply Like
  • Gustavo Batista You are correct :-)

    There's no way to change the default. If you're in a team inbox, it will default to public tags, and if you're in an individual inbox, it will default to private tags. 

    Reply Like
  • Is there any way to prevent teammates from deleting tags? Or adding tags officially until it is approved?

    Reply Like
  • Allie Huang Funny you ask :-) 

    Today we launched the ability to create custom roles and permissions. Take a look and let me know if you have any additional questions!

    Reply Like
  • Cori Morris Cori - I don't want to take away the ability from the team specifically but would like some control to be able to modify the tags after they have been created. Example. We have two tags that are meant to be the same thing "Indianapolis (INDY)" and "downtown_Indy" now we have some conversations tagged one and note the other or vice versa... I'd like to consolidate those... is there any easy way we can get that done? I'd like to turn all the "Indianapolis (INDY)" into "downtown_Indy"

    Reply Like
  • Allie Huang Currently there's no way to migrate all conversations from one tag to another. It will have to be manually at this time. Sorry!

    Reply Like
  • Cori Morris is it possible to change the highlight color of exciting tags? I can only select a highlight color when I create a new tag in the menu bar via "More" > "Create new tag". If I create a tag via "Settings" > "My Tags" or "Company Tags" it doesn't give the option to select a color either.

    Reply Like
  • Rolf Dröge Yes, you can change the highlight color for existing tags. You'll have to do this in the front-end, though. Click the + to add the tag and once it's applied to the conversation, click Edit. You'll see you can add a color there.

    Reply Like 1
  • Cori Morris awesome!

    Reply Like
  • How do tags sync with our email provider (G Suite)? It obviously imports tags initially, but does it create tags from Front to Gmail or vice versa?

    Reply Like
  • Hi  Cori Morris

    Is there any way to change a private tag into a public tag?

    I made some private ones, but we've since had more members added to the team that will need to access these Tags.

    So far I haven't found a solution. Your help will be greatly appreciated :-)

    Cheers!

    Reply Like
  • Hi Melissa Ong  

    Unfortunately, there isn't a way to transfer a private tag into a team tag. You'll need to recreate it as a team tag and go from there. We suggest that as a general best practice, if there's a possibility that a tag may be useful for the team in the future, create it as a team tag from the start to avoid this issue. :) 

    Reply Like
  • Hey Matt Campbell sorry for the delayed response, we didn't see your message. Tags made in Front will sync with Gmail!

    Reply Like
  •     Helena Li Wow, thanks for the prompt response. 

    Will do! 

    Reply Like
  • We are trying to figure out why some of our tags are showing numbers, indicating that there are unread or open messages under specific tags.  When we click to view the messages with these particular tags, there are no messages in Unassigned or Open.  

    What other reason would there be numbers hanging out next to certain tags?  It seems to be happening in private tags.  And we have logged into Gmail, to see if we could find some hidden unread messages in the correlating folders, but found nothing.  

    Reply Like
  • Melissa Walters Hi!

    The counter that you're seeing next to a tag includes conversations that have been tagged by all teammates. You may not always have access to those conversations. With this in mind, it's possible that the counter won't equal the number of conversations that you show in that section.

    Reply Like
  • Hi guys, for those who use the tagging feature very actively, maybe this could be helpful: Automatically Tag Conversations in Front using Machine Learning

    Reply Like 1
  • Raul Garreta Tompson Hey Raul, this is amazing and so detailed! Thank you so much for posting it - I've shared it with our team :) 

    Reply Like
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