Tags are keywords that can be assigned to tickets, contacts, tasks, and Docs articles. They help categorize and describe items, making them easier to find and filter through searches. Additionally, tags can be analyzed in reports.
By effectively using tags, you can optimize your organizational processes and improve the searchability of your items in HelpSpace.
Applying Tags
Tickets: Add tags to categorize, organize, and filter tickets.
Tasks: Use tags to quickly categorize and filter tasks.
Docs: Filter articles in the frontend using tags, allowing users to easily find relevant content.
Contacts: Better organize your contacts with the use of tags.
Analyzing Tags
Reports: Track the frequency of tag usage in tickets to gain insights into common issues or topics.
Create Tag
Go to Settings → Tags.
Click the Create Tag button.
Fields / Functions | Description |
|---|---|
Tag Name | Name of the tag |
Use tag with |
|
Color | Enter a hex color code or select a color by clicking on the dot on the right side |
Slug | A slug automatically created based on the tag name. |
Edit Tag
Hover over the last column of the tag row until three dots appear.
Click on the dots to open the menu and select Edit.
Delete Tag
Select the tag.
Click on Delete at the top of the table.
Confirm by clicking Yes, I confirm.
