Create a Tag to Filter Emails

Objective

To create tags to filter messages in your project's Emails tool.

Background

The Emails tool gives users the ability to create tags that can be applied to messages stored in the Emails tool. Once tags are applied to your emails, users can click the individual tags in the Tags menu to view all the email messages associated with that tag. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Emails tool. 

Steps

1. Navigate to the project's Emails tool.
2. Click + Create Tag.
3. In the Tag Name box, enter a name for the tag.
   
   
    
4. Click Create.
   The system adds the new tag to the Email tool's 'Tags' list as shown below.
   
   

Next Steps

• Apply a Tag to an Email

See Also

• Delete a Tag from an Email Message
• Delete a Tag from the Emails Tool
• Filter Email Messages by Tag