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How to use Tags to keep your Customer Service tickets organized

Organize the 3Dsellers Helpdesk with ticket tags: add or remove them in bulk from your inbox and use them to find conversations later.

Written by Tony Adams

Tags help you and your team quickly find and identify important conversations.

How to use Tags to keep your Customer Service tickets organized (screenshot 1)

How to add Tags

Option 1 - Add/ manage tags in bulk

  • In your inbox, select messages using the checkboxes on the left of each ticket.

  • Near the top of your inbox, click and open the Tags menu:

Option 1 - Add/ manage tags in bulk (screenshot 2)
  • Create a new tag by entering it into the input box and pressing Add:

Option 1 - Add/ manage tags in bulk (screenshot 3)
  • OR, Delete and add tags by using the Manage Tags button:

Option 1 - Add/ manage tags in bulk (screenshot 4)
Option 1 - Add/ manage tags in bulk (screenshot 5)
  • Apply the tag to your selected tickets by choosing it from the list above the "add tag" input:

Option 1 - Add/ manage tags in bulk (screenshot 6)

Option 2 - Add tag in conversation

  • In a ticket's conversation view, use the Tag button near the top right of the screen.

Option 2 - Add tag in conversation (screenshot 7)

Staying organized with tags:

  • Search by tags with the search bar:

Staying organized with tags: (screenshot 8)
  • Use Tags in Custom Filters:

Staying organized with tags: (screenshot 9)


If you have any questions, feel free to reach out to us anytime at [email protected]

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