Every user who can access emails can use Personal tags to organize them. Your Personal tags are yours alone unless you choose to share them with other users.
View your personal tags
Go to the Personal Tags section. There are two tabs:
- My Tags — the tags you created
- Shared With Me — tags other users shared with you
The My Tags table has the following columns:
- Color — click the arrow to pick a new color; the change is saved straight away
- Tag Name
- Tagged Emails — the number of emails with the tag; click it to see them in Search. Depending on your account, there are also columns for tagged social, file and website items.
- Date Created
- Shared with — the number of users the tag is shared with
- Description
- Actions — Edit Tag and the More menu (represented with ...)
Tags are sorted by name. You can sort by any column except Shared with and Description by clicking the column header. The first 50 tags are displayed initially; you can change the number of items per page to 25, 50 or 100.
Create a personal tag
- Go to the Personal Tags section and click New Tag.
- Enter the Tag Name (up to 30 characters).
- Optionally, enter a Tag Description (up to 200 characters) and pick a Tag Color.
- Click Save Changes.
You'll see a confirmation message: Tag successfully created. You can also create a Personal tag while tagging emails in Search.
To change a tag later, hover over its row and click Edit Tag, make your changes and click Save Changes.
Share a personal tag
- Click the More menu (...) on the tag's row and select Share.
- Under Select Existing User(s), tick the users you want to share the tag with.
- Click Save Changes.
You'll see a confirmation message: Personal Tag successfully shared with 1 user. The tag then appears on the users' Shared With Me tab.
Please note that sharing a tag also shares the items tagged with it.
To stop sharing, click the number in the Shared with column, untick the users and click Save Changes.
Delete a personal tag
- Click the More menu (...) on the tag's row and select Delete. You can also click Delete Tag on the tag's edit page.
- Confirm by clicking Delete.
You'll see a confirmation message: Tag sent to deletion. The tag is removed from all emails it was applied to.
Comments
0 comments
Please sign in to leave a comment.