Tags are a great way to organize your inbox in eDesk and give your customer support process more structure

01 Creating a Tag

  • Select your avatar in the top right hand corner
  • Go to Settings > Smart tools > Tags


 

  • Click the ‘+ Add Tag’ button in the top right corner
  • Enter the following fields:
    • Tag name
      The name of the tag
    • Colour
      A colour to distinguish this tag from the rest
    • Icon
      An icon to distinguish this tag from the rest
  • Click 'Save'

02 Getting to Tags

  • Go to Dashboard > Mailbox > Tags 
  • Click on the Tag Name to view all associated tickets 

You can also create a Pinned filter to view the tagged tickets