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How to use Tags to keep your Customer Service tickets organized

Tags enable custom organization/management to help you and your team easily understand and find the support tickets.

Lisa Adams avatar
Written by Lisa Adams
Updated over 3 years ago

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


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:

  • Create a new tag by entering it into the input box and pressing Add: 

  • OR, Delete and add tags by using the Manage Tags button:

  • Apply the tag to your selected tickets by choosing it from the list above the "add tag" input:

Option 2 - Add tag in conversation

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


Staying organized with tags:

  • Search by tags with the search bar:

  • Use Tags in Custom Filters:

 
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