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How do I tag templates?

Learn how to tag templates for greater search and reporting capabilities.

Russell Mitchell avatar
Written by Russell Mitchell
Updated over a week ago

Tagging your templates will allow you greater search and reporting options, allowing you to filter on the basis of tags.

To add a tag to a template - navigate to https://trumpet.app/pods/new.


On the List View of the Template Library, go to the editor mode of the Template by clicking on the Template Name or by selecting the three-dot menu and clicking "Edit."

Click the settings icon in the Template Editor. That opens up a modal with the Template Settings.

In Template Info, add Tags to your Template. A list of currently created Tags will be displayed - simply click the tags you would like to add or even create a new tag that can be assigned its own color. Once done, click "Save Template".

Note: Existing tags can be filtered by searching for a tag name in the search field. Selected Tags can be removed via the 'X' next to each tag.

Happy Tagging!

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