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
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Templates are available on every plan.
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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.
Add template tags
Tags live at the Space level.
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From the expanded Sidebar, click the ellipsis ... next to a Space, Folder, or List. Or click the ellipsis ... from a task view or open 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.
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From the Template Center, click a template to open it.
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Click the tags icon to expand the dropdown menu.
- From the dropdown menu, select one or more tags.
- Click the ellipsis ... to the right of a tag to delete, rename, or change the tag color!