Tags can be applied to notes and features, and they offer easy, flexible ways to categorize, sort, and filter what you see.
In this article:
Using tags with notes
Note tags serve as a flexible way of categorizing notes, allowing you to filter for them later on any insights board.
Applying tags to notes
- On any insights board, click on a note to open its details sidebar.
- Near the top of the sidebar, beneath the note's title and customer data, click the + plus button beside Tags.
- A list of tags will appear. Use the search field at the top of the list to narrow down the list of tags to choose from, or to create a new tag if it doesn't already exist in the list.
- Clicking a tag from the list will apply it to the note.
Applying tags to multiple notes in bulk
Hover over a note to reveal its checkbox. then click the checkbox to select the note. You can select notes one at a time or hold shift and click to select several notes at once. When you're happy with your selection, click the + Tag button to add tags to all selected notes at once.
Filtering notes by tag
At the top of any insights board, select Filtered by >
Tags. You can narrow down which tags appear in the list using the search bar at the top of the panel, then check the box beside each tag you want to include in the filter.
You can also change the filtering logic for tags. Choose one of the following options from the dropdown menu beneath the search bar:
- Any of the selected (default) - a note must have at least one of your selected tags to appear on the board.
- All of the selected - a note must have every selected tag to appear on the board.
- None of the selected - only notes which don't have any of your selected tags will appear on the board.
Note tag examples
Here are a few popular ways to use tags with your notes:
- [<product>] – tag by product or product area to help get the right feedback to the right people for processing.
- love ❤️ — save positive feedback and compliments from users that product managers and marketers can return to later when looking for customer references & testimonials
- performance 🛠 — track performance complaints to help PMs, architects, and engineers identify sluggish areas of the product
- pricing 💰 — identify areas of confusion; log feedback that indicates pricing is too high/low
- churn-alert 🚨 — track feedback from customers who are struggling with the product to help customer success plan interventions and inform product prioritization
- loss-analysis 🙈 — track feedback from prospects who decided not to become customers to inform prioritization and product marketing decisions
- [competitor-name] 🏆 — track users’ comments on other products in your space to inform competitive research and product positioning
Especially in larger teams, tags can help you dissect your entire product offering into distinct product areas. Each product area can then be owned by a maker, who is in charge of processing related notes as well as the subject matter expert of product-related questions from internal teams, customers, and roadmaps.
Using tags with features
Feature tags help you specialize your boards based on various criteria through filtering.
Applying tags to features from the sidebar
- Click on a feature to open its details sidebar.
- Scroll down to the Fields section and click the + Tag button to add a tag to that entity.
- A list of tags will appear. Use the search field at the top of the list to narrow down the list of tags to choose from, or to create a new tag if it doesn't already exist in the list.
- Clicking a tag from the list will apply it to the feature.
Adding tags to features from a data column
On any features board, click Add columns > Default fields and toggle on Tags. You can then click the + plus button in the Tags column to add a tag to that row's feature.
Note: Any methods that add tags to features also work with components and subfeatures.
Filtering features by tag
At the top of any features board, select Filter >
Tags. You can narrow down which tags appear in the list using the search bar at the top of the panel, then click each tag you want to include in the filter.
Selected tags will appear at the top of the list. You can deselect them one at a time by hovering on them and clicking the X button, or deselect them all with the Clear button at the bottom of the panel.
You can also click the ••• More actions button at the top of a Tags column to open the filtering menu.
Managing your tags from the Data section
At the bottom of the left hand Main menu under Data, select Tags. Here you'll see the list of all tags in your workspace, along with how many times they've been used and a search bar to help you find specific tags.
Note: All tags are shown in this list as entity-neutral. If a tag has been applied to one note, three features, and a component, this list will show it as having been used five times.
You can use the Create button to make new tags without assigning them to an entity. This is useful for setting up a database of tags to help others use Productboard (that is, to prevent people from making duplicate tags with slight variations in formatting).
Note: Productboard's tags are case insensitive. If you apply one tag that is identical to another tag (apart from capitalization), Productboard will adhere to the capitalization of the existing tag.
Editing, merging, and deleting tags
You can click on a tag to open its sidebar. Here, you can change its title or description, merge it with another tag, or delete it from your workspace.
How tags work with integrations
Tags behave differently with different integrations. See specific integration articles to learn how each deals with tags.
FAQ
If I tag a note and link it to a feature, will the note's tags automatically apply to the linked feature?
No. Notes and features are different entity types, so they do not share or inherit tags from each other.
Say I have a tag that has only been applied to notes on insights boards. If I filter for that tag on a different board type, will I get a list of features that are linked to notes with that tag?
No. Only insights boards have notes as their primary entity, so other board types can't filter for note-based tags.
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