Tags

How to create tags in Spike

Tags are the equivalent of old school email Folders. Tags help you organize your Inbox and keep your feed nice and clean from clutter.

 

Here is how to create and use them:

 

Mobile

  1. Long tap a message.

  2. Tap on the ‘Edit Tags’ option in the bottom.

  3. Choose an existing ‘Tag’ from the list like #Important or create a new one.

     

    Search for your tags and easily find the messages you are looking for.

 

Desktop

  1. Right click a specific message or a thread.

     

    If you want to move a specific message, click on the ‘Edit Tags’ option  in the window that appears.

  2. If you want to Tag an entire thread, click on the “Move” option that appears when you right-click it.

     

    Choose an existing tag from the list like #Important or create a new one.

     

    Search for your tags and easily find the messages you are looking for.

    spike folders and tags

How to edit tags

  1. On your Desktop, click on your image on the top left corner.

  2. Click on ‘Settings’.

  3. Click the account whose tags you wish to change.

  4. Click ‘Edit Tags’.

  5. Add tags by writing them and clicking enter.

     

    Edit tags by hovering over the tag and clicking the X icon (to delete) or the plus icon to add a subfolder or clicking the tag and editing the name.

How to tag a Note

 

Mobile

  1. Swipe the Note to the right and click the More button.
    Click ‘More’.

  2. Click ‘Move to’.

  3. Add a tag or use an existing one.

     

    Notes can be found like all your other emails under the tags. Search using your tags in Spike Advanced Search.

 

 

Desktop

  1. Hover over the Note in your conversation list and right click or click the three dots that appear.

  2. Click ‘Move’.

  3. Add a tag or use an existing one.

     

    Notes can be found like all your other emails under the tags. Search using your tags in Spike Advanced Search.

    Star emailsTip: Read more about using Spike Notes.

How to use tags in search?

When using search, sometimes we can look for specific files that we labeled as ‘Starred’ or ‘Files’. In order to find them easily when searching, you have the option to find your various tags underneath the search bar. Selecting the relevant tag will show you all related content to that tag.

 

 

Filtering by a specific ‘Contact’ and ‘Files’ will give you a long list of all the files that were passed between you.

 

Star emails To learn more advanced filters, read these tricks.


We hope this was helpful!
If you go through these steps and still have trouble, shoot us an email and we’ll be happy to help 😎

chat@spikenow.com