Workspace Tags Overview

Workspace Tags offer enhanced customization and reporting capabilities, empowering admins and internal users to define, categorize, and filter workspaces with precision. This feature streamlines workspace management and improves operational efficiency by allowing users to filter timelines and workspaces based on properties such as account name, project stage, health score, and more.

By creating user-defined properties categorized as either List or Text, Organization Administrators can leverage this feature for data-driven reporting, insightful filtering, and enhanced reporting across all workspace types.

 

Key Benefits of Workspace Tags

Enhanced Customization:

    • Define and categorize workspaces to align with specific business needs, such as client type, support level, or account type.

Improved Filtering Capabilities:

    • Quickly locate and filter workspaces using defined properties, enabling easier access to relevant information.

Flexible Management:

    • Allow internal users to edit and apply workspace properties seamlessly, ensuring adaptability in workflows.

Streamlined Client Management:

    • Manage client accounts, service tiers, and custom data effectively by associating attributes like health scores or CRM deal IDs with workspaces.

 

Creating a New Workspace Tag

  1. Navigate to the Admin section.
  2. Click Workspace Tags in the left-side panel.



  3. Click New Tag.
  4. Enter a Tag Name (e.g., Client Type, Account Type).



  5. Choose the Tag Type:
    • List: Create a dropdown menu with multiple options (e.g., Premium, Standard).
    • Text: Allow free-text entry.



  6. Click Add to create the Tag.

 

Editing and Applying Workspace Tags

For Flow Workspaces

  1. Open the desired Flow Workspace.
  2. Click the '...' ellipsis icon.
  3. Follow the same steps as for 1:1 and Group Workspaces.

For 1:1 and Group Workspaces

  1. Open the desired workspace.
  2. Click the '...' ellipsis icon in the workspace.
  3. Select Workspace Tags from the dropdown menu.
  4. Click Edit Tags.
  5. Choose or enter values for the defined tags.
  6. Click Save Changes.

Filtering Workspaces Using Workspace Tags

  1. Navigate to the Workspaces section.
  2. Click the Filter option.
  3. Select More Filters to view additional filtering options.
  4. Choose the desired Workspace Tab you would like to use to filter workspaces.
  5. The system will display workspaces matching the selected property criteria.

Managing Workspace Tags for Flow Templates

  1. Go to the Library section.
  2. Select the desired flow template and click Edit.
  3. In the left-side panel, go to Details and scroll down to Workspace Tags.
  4. Click Edit to modify the tag values.
  5. Click Save Changes to apply updates.