Organize templates with tags

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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, Whiteboard, or checklist.

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, checklists, 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. 

  1. From the Sidebar, click the ellipsis ... next to a Space, Folder, or List. Or click the ellipsis ... from a task view or open task.

  2. Select Template Center, then Browse Templates.

    You can also access the Template Center from a Doc, view, checklist, or Whiteboard. Choices for these locations vary.

  3. From the Template Center, click a template to open it.

  4. Click the tags icon to expand the dropdown menu.

  5. From the dropdown menu, select one or more tags.

     

    Screenshot of the Template modal, Tags section, with all available option menus open.
  • Click the ellipses ... to the right of a tag to delete, rename, or change the tag color!

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