| User Roles | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
Tagging your communication helps you easily identify relevant information and stay organised. By using tags, you can quickly see which communication is important to you, which tasks are urgent, and which points you want to discuss during a meeting. This ensures you can work more efficiently and nothing gets overlooked. Follow these steps to effectively tag your communication.
Table of contents
Determine the purpose of your tags
- What are the points you want to discuss during the client meeting?
- What are the urgent tasks?
- What communication is for your department?
Creating Tags
An admin in your firm can create tags at the firm level. These predefined tags will be available when creating a message. To add a new communication tag:
- Navigate to the templates tab at the firm level.
- Scroll down to the communication tag section.
- Add a new communication tag.
Adding tags to your message
- In the communication pop-up window, choose the tags you want to add to your message.
Archiving or Removing Tags
If a tag has never been used, you can remove it from the Communication tag overview on firm level. However, once a tag has been used, you can only archive it. Archiving will make the tag unavailable for future periods, and it will no longer appear in the dropdown menu. Nonetheless, it will remain visible in communications from previous periods.