Tags are coloured labels you put on your work, like "Marketing" on a task or "Referral" on a deal. They let you slice a list the way your team thinks about it, without changing its pipeline.
How tags are organised
Each kind of record has its own set of tags: tasks, projects, docs, files, contacts and deals. A "Marketing" tag for tasks is separate from a "Marketing" tag for docs. One set covers both people and companies.
New organisations start with some example tags you can rename or delete:
- Tasks, projects, docs and files: Marketing, Sales, Operations, Admin and Business Development.
- Contacts: Hot Lead, Warm Lead and Cold Lead.
- Deals: Referral, Inbound and Outbound.
Docs also have a Notes tag and files an Invoice tag. These are marked System: 53° relies on them, so you can recolour them but not rename or delete them.
Add a tag to something
- Open the task, project, doc, file, contact or deal.
- Choose Add tag.
- Pick one or more tags from the list. Type to search.
To take a tag off, choose the × on it.
You can also right-click a task, project or deal and choose Tags to tick tags on and off.
When you're creating a task, project, contact or deal, you can pick tags in the form as you go. In a new task's title, type # to pick a tag without leaving the keyboard.
Tag lots of things at once
- In a list of tasks, projects, docs, files, contacts or deals, tick the rows you want.
- Open Actions.
- Choose Add tag or Remove tag, then the tag.
Only the tag you chose changes. Any other tags on those rows stay as they are.
Filter by tag
- In the list, open Filter.
- Choose Tags, then tick the tags you want to see.
Remove the filter with the × on its chip above the list.
Manage your tags
Owners and admins look after the tag lists. Everyone else can see them but not change them.
- Select your organisation's name at the top of the sidebar and choose Manage organisation.
- Under Settings, open Tasks, Projects, Docs, Files, Contacts or Deals.
- Open the Tags tab.
From there:
- Create a tag: choose Add tag, enter a name, pick a colour and choose Create tag.
- Rename a tag: edit its name, then click away to save.
- Change its colour: choose the colour swatch beside it.
- Delete a tag: choose the delete button beside it, then Delete. It comes off everything it was on.
Owners and admins can also create a tag on the spot: type a name that doesn't exist yet in the tag picker and choose Create. To rename or recolour a tag without leaving your work, click the tag itself.
Good to know
- Tag names are unique within each set. You can't have 2 "Marketing" tags for tasks.
- Deleting a tag can't be undone, and it's removed from every record that had it.
- Adding or removing tags shows in the record's activity.
- Contacts reports can be filtered by tag too.