Organize templates with tags

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:

  1. In your Home Sidebar or Spaces Sidebar, right-click the location. Or, click the ellipsis ... icon in a task.
  2. Select Template Center, then Browse Templates.
    • You can also access the Template Center from a Doc, view, or Whiteboard. Choices for these locations vary.
  3. From the Template Center, click a template to open it.
  4. Under the template name, click the tag icon and select one or more tags.
    Screenshot of the tag icon.png

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. Hover over the tag you want to edit and click the ellipsis ... icon.
  4. Rename, recolor, or delete the tag from the menu.
  5.