# Tags

Create the labels your team sorts conversations by, put them on conversations, and find every conversation that carries one.

Tags are coloured labels that travel with a conversation, such as **Urgent** or **Warranty**. They show on the conversation's row in every list, and each tag gets its own list in the sidebar, so "every warranty claim" is a single selection away.

**Video: A tour of tags: creating one, putting it on a conversation and finding every conversation that carries it** https://www.youtube.com/watch?v=aSrnH-wjYJ0

**Settings** > **Tags** lists every tag, on a **Shared** tab for the team and a **Private** tab for tags only you can use. The **Conversations** column shows how many conversations carry each one.

![The Tags screen in TeamEmail Settings, headed Tags and described as organising conversations with shared and private tags, with the Shared and Private tabs above the list of tags.](https://www.neuracrm.com/help/teamemail/settings/tags.png)

*Tags, split the same way templates and signatures are.*

> **Before you start:**
>
> Anyone can create private tags and tag conversations they can open. For shared tags you need to be a TeamEmail administrator.

## Create a tag

- Go to **Settings** > **Tags**, select the **Shared** or **Private** tab, then select **Create shared tag** or **Create private tag**.
- Enter a **Name** of up to 50 characters, such as `Urgent` or `Warranty`, and optionally a **Description**.

  ![The tag form, here open on the existing shared tag Urgent, which is on 3 conversations; a new tag has the same fields plus a Visibility choice. Under General: Name, Urgent, and an empty Description box. Under Style: Color, with sixteen colour swatches and red selected. Under Access: Show in sidebar, turned on, reading Anyone with access will see it in their sidebar, and Make available for any inbox, turned on, reading Anyone can add this tag.](https://www.neuracrm.com/help/teamemail/settings/tag-form-cropped.png)
- Under **Color**, pick one of the colours. Choose distinct colours for tags that are often used together.
- Under **Access**, leave **Show in sidebar** on to give the tag its own list in everyone's sidebar. For a shared tag, leave **Make available for any inbox** on, or turn it off and tick the inboxes it's for.
- Select **Create**.

A message confirms the tag was created. It's now offered under **Tag** in every conversation it's available to.

**You're done when** the tag is on the list, and it appears when you select **Tag** in a conversation.

## Tag a conversation

- Open the conversation, and under its title select **Tag**.

  ![The Tag button beside the inbox badge at the top of a conversation, open, showing a Search tags box, a Shared group listing Awaiting Payment, Parts, Quote, Urgent and Warranty, each with a coloured dot, then Create new tag and Manage tags.](https://www.neuracrm.com/help/teamemail/shared-inboxes/tag-dropdown.png)
- Select a tag. A tick appears beside it, and the list stays open so you can add another.
- Select anywhere outside the list to close it.

![The top of the conversation after tagging, with a red Urgent chip and a small cross beside it, next to the line reading 1 message in this conversation.](https://www.neuracrm.com/help/teamemail/shared-inboxes/tag-applied.png)

*The tag appears under the title, and on the conversation's row in every list.*

The tag appears under the title, and a line in the timeline records who added it. Everyone who can see the conversation sees the tag.

**You're done when** the tag's coloured chip shows under the conversation's title.

**No suitable tag yet?** In the same list, select **Create new tag**. Enter a name, pick a colour and choose **Private** (only you) or **Shared** (the team), then select **Create & apply**. Only administrators can create shared tags. **Manage tags**, at the foot of the list, brings you back to this Settings screen.

## Remove a tag from a conversation

Select the cross on the tag's chip, or select **Tag** and select the ticked tag again. TeamEmail asks you to confirm, because removing a tag removes it for everyone. Select **Remove tag**.

## See every conversation with a tag

Tags have their own section at the bottom of the sidebar, under **Tags**, split into **Shared** and **Private**. Select a tag to list every conversation that carries it, across all the inboxes you can see.

![The TeamEmail sidebar scrolled to its Tags section, with Shared expanded to show Awaiting Payment 3, Parts 5, Quote 5, Urgent 3 and Warranty 1. Urgent is selected, and the list beside it, headed Urgent 3, holds three conversations: a compressor breakdown from Aidan Loxley, a Sulzer pump callout from Callum Tindall and a Hattersley warranty claim from Doreen Kasprzak, each carrying a red Urgent chip.](https://www.neuracrm.com/help/teamemail/settings/tag-sidebar-list.png)

*Each tag in the sidebar shows how many conversations carry it. Select one to list them.*

## Change or delete a tag

Select a tag in **Settings** > **Tags** to open it, change its name, colour or access, and select **Save**. Renaming or recolouring a tag updates it on every conversation straight away.

To delete a tag, open it and select **Delete**. **This removes it from every conversation that carries it**, and it can't be undone.

## If something doesn't look right

**A tag your colleague uses isn't in your list.** It's either their private tag, or a shared tag limited to inboxes you're not in.

**A tag doesn't appear in the sidebar.** Its **Show in sidebar** switch may be off, and each group under **Tags** starts collapsed. Select **Shared** or **Private** under **Tags** to expand it.