Use color-coded tags to quickly organize your templates. Add a tag after creating the perfect template for a Space, Folder, Subfolder, List, task, Doc, Super Agent, 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.

Add template tags

Tags live at the Space level.

To add a tag to a template:

1. From the Template Center, click a template to open it.
2. 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:

1. Open a template with the tag applied.
2. Under the template name, click the tag icon.
3. Click the tag you want to edit.
4. Rename, recolor, or delete the tag from the menu.