Tags

A tag files a routine under a category: Sales, Finance, Support. It shows on the routine’s card and at the top of its page, and the routine’s icon takes its colour. A routine has one tag at most. Tags are shared by the whole organization. It starts with seven: Finance, Marketing, Sales, HR, Operations, Support and Legal. Rename them, change their colour, delete the ones you don’t need or create your own.

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Give a routine a tag

On the card of a routine with no tag, click the tag icon next to the routine’s icon (Add a tag). The same icon sits under the title on the routine’s page. To change the tag, click the one on the card and pick another. To take it off, click the cross next to its name (Remove tag). When Balt creates a routine, he gives it the tag that fits what it does, or creates one when none does. You can also ask him: “Put the Monday update under Sales.”

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Rename, recolour or delete a tag

In the list of tags, hover a tag and click ⋯.

• Change its name in the field at the top. It’s saved when you press Enter or leave the field.
• Pick a colour under Colours.
• Click Delete, then Confirm delete.

A change applies to every routine with that tag. A deleted tag is taken off every routine: they keep running, with no tag. Two tags can’t share a name. Once a colleague’s routine, a card a colleague shared or a routine of the organization wears a tag, only administrators and the owner can rename, recolour or delete it. Members see a lock in its place, with Managed by your organization. They can still give it to their own routines.

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Filter your routines

The filter button, next to the search, filters the list by Status and Tag. Check several statuses or several tags to see them together: a routine shows if it has one of the checked statuses and one of the checked tags. A blue dot on the button says a filter is on, and Reset clears them all in one click. You can also create, rename, recolour or delete a tag there, as from a routine.

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Tags on the organization’s routines

When an administrator deploys a routine, its tag goes with it: everyone who gets it sees it with that tag. If it has none, an administrator can give it one later. Only the organization’s administrators and owner can change it, from the routine’s card in the Organization tab or from its follow-up page. Everyone else sees it without being able to change it.

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Tags in Discovery

The cards in the Discovery tab have a tag too. Balt picks the tags of its own use cases. The author of a shared routine picks its tag from your organization’s tags. Each section has its own filter button, which offers only the tags its cards wear. The search looks through the cards’ titles and descriptions. The routine Balt creates from a card takes its tag. See Create a routine and Share a routine.