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 through searches.
Benefits of Using Tags
Enhanced Organization: Tags provide a systematic way to organize and categorize items.
Improved Searchability: Items can be easily located using tag-based searches.
Applying Tags
Tickets: Add tags to categorize and organize ticket content.
Docs: Filter articles by tags in the frontend, allowing users to quickly find relevant content.
Contacts: Categorize your contacts with tags for better organization.
Monitoring Tag Usage
Reports: Track the frequency of tag usage in tickets to gain insights into common issues or topics.
By effectively using tags, you can streamline your organizational processes and enhance the searchability of your items in HelpSpace.
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 |
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.
