Tags allow you to categorize your shortcuts into custom groupings, similar to folders, enabling you to get organized faster.
Benefits of Tags
✅ Organize your Shortcuts based on how you work
✅ Share Shortcuts with colleagues even faster when you share by Tag
✅ Filter your Shortcuts by tags to quickly find them
This article will cover
- Creating tags
- Editing tags
- Filtering by tags
- FAQs on tags
Want to skip the the article? Just watch this 45 second video here:
1. Creating Tags
Step 1: Select tags from the Magical workspace and click create new
Step 2: Enter in the tag name and click create and apply
Step 3: Check the box (next to each shortcut) to indicate which shortcuts you'd like to tag
Step 4: Select the tags you would like to apply
Voila, you're done! You can now put those shiny new tags to work and get into organization mode.
2. Editing Tag Names
Step 1: Select tags from the Magical workspace and then select the edit Icon
Step 2: Edit the tag name and click 'Save
The new name will be applied to all the shortcuts with that tag.
3. Deleting Tags
Step 1: Select tags from the Magical workspace and then the delete icon
Step 2: Confirm the deletion
All relevant tags will now be deleted
4. Filtering by Tags
Step 1: Select filter from the Magical workspace
Step 2: Identify the tags you would like to filter by
Step 3: To unfilter, click 'Reset'
Can I have more than 1 tag per Shortcut?
Yes - you can have more than 1 Tag per Shortcut. For example, you may choose to group your shortcuts by Use Case (e.g., Outreach), Persona (e.g., Sales), Team Name (e.g., Sales Champions), Company (e.g., Acme Co.) and more.
When I filter by multiple tags, will it show Shortcuts that have any of the Tags I selected, or Shortcuts with all of the tags I selected?
You will see Shortcuts with any of the tags you selected. For example, if you had the tags Recruiting, Messaging, and Personal applied across one or more of your Shortcuts, any Shortcuts with those tags would be displayed if you applied a filter selecting all of them.
Why can't I click the tag button?
In order to create, edit, or delete a tag, you need to select at least one shortcut first.
Can I sort by tags?
Not at this time. You will need to filter by tags instead.