User Roles Admin✗Staff contributor ✗External contributor ✗Pulse user 

Tagging your communication helps you identify relevant information easily 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 means you can work more efficiently and nothing gets overlooked. Follow these steps to tag your communication effectively.

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 user in your firm can create tags at firm level. These predefined tags will be available when creating a message. To add a new communication tag:

  1. Navigate to the Templates tab at firm level.
  2. Scroll down to the Communication tags section.
  3. 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 at firm level. Once a tag has been used, you can only archive it. Archiving makes the tag unavailable for future periods, and it no longer appears in the dropdown menu. It does still remain visible in communications from previous periods.