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. Also, all your private conversations will have the tag Inbox on them by default, which makes possible the ability to drag-and-drop conversations out of your Inbox and file into a private tag.
  • 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

From the Tags menu

One way to create a new tag is to click the tag icon on any conversation, 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. Nested tags can be used for both private and team tags.

 

From the Settings menu

You can also create tags by clicking your avatar, then into Settings and Tags or My tags. You'll see a blue button to Add a tag, which will allow you to name the tag, nest it if needed, choose highlighting, and choose which inboxes it should be available for.

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

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

Nested tags in Settings / Analytics

The tag path will be displayed in any tag dropdown menu, however, the tag path will not display in the analytics dashboard itself.

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  • Is there any way to turn off/get rid of the newly added 'more' tags button?

    it applies itself when i'm halfway through tagging a chain, so i can't see the full list of what i've applied, and it's another button to click if i am investigating something and checking on the progress.

    i did have a look in the settings but did not find anything related to this feature.

    Reply Like
  • Jem Wilkinson There isn't a way to disable or turn off the tag expansion button at this time. We implemented it so tags don't take up more space in your conversation view by default.

    Reply Like
  • Andersen Yu thanks, i do understand the reasoning behind it, and obviously appreciate in some circumstances it keeps the screen a little cleaner.

    however, it can be frustrating when i'm applying a large number of tags to a chain, and i have to click 'expand' to see what i'm adding. also, when looking through multiple conversations (investigating a certain issue for example), i have to click expand on every chain.

    do you anticipate allowing users to turn this function off?

    Reply Like
  • Jem Wilkinson Understood, thank you for the feedback! I will definitely open a feature request for this and let our team know your use case!

    Reply Like
  • Is there a limit on the number of tags that can be pinned?

    Reply Like
  • Jason Williams Yes, currently you can pin up to 50 tags.

    Reply Like 1
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