List Tags
List Tags
With list tags, users are able to organize lists/playbooks effectively into ‘folders’, making it easy to search and filter by them as users and admins build more lists for different purposes. For example lists/playbooks built for cold calling might be tagged with the “cold calling” tag.
You can create a tag by going into the list settings>tags>create new tag:
Once you have created your tags, you can then filter lists and see which ones have that specific tag. It allows you to view only what is necessary.
Filtering by tags:
You can also mass assign tags to lists by selecting the lists you want, then choosing "Apply Tags" and choosing the tag. Users are now able to:
Admins have the option to enable/disable new tags creation for the users (admins can create and manage tags by default ). In the users settings, there are 2 checkboxes allowing users to manage and create new list tags. If new tags creation is not enabled for the user, the user can apply existing tags to the lists but can not create new ones:
Users who have permissions to manage lists tags can edit/delete tags under Lists Tags Settings: