Use color-coded tags to quickly organize your templates. Add a tag after creating the perfect template for a Space, Folder, List, task, Doc, view, or Whiteboard.
You can add or edit tags in the Template Center at any time.
What you'll need
- Templates are available on every plan.
- Guests only have access to templates for tasks, Docs, views, and Whiteboards.
- Guests with edit or full permissions can add or remove tags. They can't create, edit, or delete tags.
- Tasks can have up to 40 tags.
Add template tags
Tags live at the Space level.
To add a tag to a template:
- In your Home Sidebar or Spaces Sidebar, right-click the location. Or, click the ellipsis ... icon in a task.
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Select Template Center, then Browse Templates.
- You can also access the Template Center from a Doc, view, or Whiteboard. Choices for these locations vary.
- From the Template Center, click a template to open it.
- Under the template name, click the tag icon and select one or more tags.
Edit template tags
To rename, recolor, or delete a tag from the Template Center:
- Open a template with the tag applied.
- Under the template name, click the tag icon.
- Hover over the tag you want to edit and click the ellipsis ... icon.
- Rename, recolor, or delete the tag from the menu.