Michael Buckbee

Tag and Organize Your Questions

Michael Buckbee

We built tagging because we needed it ourselves. As we tracked more and more questions, our lists became a bit of a mess. We wanted a simple way to create our own categories: for a specific product, a marketing campaign, or a stage in the sales funnel.

Now, you can add custom tags to any question you’re tracking.

A simple way to group your questions

When you click the tag icon on a question, you can type in whatever you want. If the tag already exists, you can pick it from a list. If it’s new, just hit enter to create it. We made this so you can add or remove tags without ever leaving the main question list.

Each new tag gets a color, which helps with quickly scanning the list to see how questions are grouped. I find this helps me spot patterns without having to filter anything.

And if you need to organize a bunch of questions at once, you can select them all and use the bulk actions menu to add a tag to the whole group.

How to start tagging

Go to the question list for any of your topics and click the small tag icon next to a question. That opens the editor. You can type to find a tag you’ve already made or create a new one on the spot.

One thing I think is helpful: tags are specific to each topic. This means you can have a “Q1-Campaign” tag for one topic and a completely separate “Q1-Campaign” tag for another. They won’t get mixed up, which keeps your organization clean.