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Organizing work becomes another job when every app has its own labels and folders. We wanted one set of tags across the company, with agents doing the repetitive sorting. A customer’s emails, tasks, and meeting notes should be easy to find together.

Macro tags work across your workspace. Set up a routine to tag incoming email or new tasks by customer, topic, or urgency, then use those same tags to find related work. Your team shares the tags, so everyone can use the same organization.

Automatically tag your Mail.

Set up a routine to tag new emails by what they’re about and how urgently they need a reply. A customer request can be tagged with the account, the topic, and its priority.

Sort new tasks as they arrive.

Have an agent tag new tasks as Engineering, Customer support, or another team’s work. It can also set task priority from the request, so you don’t have to sort everything by hand.

Use one tag across your work.

A customer’s email, the meeting notes, and the follow-up task can all have the same tag. Team tags are shared, so everyone can find the work that belongs together.

Find what needs attention first.

Use an Urgent tag across emails, tasks, and documents. Filter by that tag to see important work together, instead of checking each part of the workspace separately.

Setup and reference

Use an agent routine to tag incoming emails by customer, project, or topic. The same tags work across emails, docs, and tasks, so you can find the related work together.

Create a routine with the New email received trigger and tell the agent which tags to apply. You can also ask an agent to tag existing work.

One set of tags

A tag is a property, and because properties are shared across your whole workspace, a single tag namespace spans every block type. Tag an email marketing and a task marketing and it's the same marketing: one color, one filter, one click to see everything carrying it.

Tags are for organizing your work by project, team, or area, like marketing, hiring, or q3-launch. They aren't for tracking status. Status, priority, and assignees are properties that describe a single item, while a tag is a property that ties related items together across the whole workspace.

What you can tag

The same tags apply across:

  • Documents — tag PDFs, other files, and snippets
  • Tasks — tag a task to group it with related work
  • Emails — tag a whole thread
  • AI chats — tag a conversation with an agent
  • Calls — tag a recording or transcript

Creating and applying tags

Type # in a document to open the tag menu, then pick an existing tag or create a new one. Tags render inline as colored pills, and clicking a pill shows everything else carrying it.

Everywhere else, use the tag panel in the properties window. Select one of your existing tags or start typing to create a new one.

An item can carry as many tags as you like, so the same email or task can sit under marketing and q3-launch at once.

If you would like to select or unselect multiple tags, hold Shift while clicking them.

Personal and team tags

When you create a tag you choose its scope:

  • Personal — only you see it. Anyone can create personal tags.
  • Team — shared with everyone on your team. Creating a team tag requires being on a team.

Renaming or recoloring a tag keeps its identity, so the change flows to every item already carrying it. Deleting a tag is destructive and it will be removed from everything at once and can't be undone.

In any Block, go to Filter → Tags to show only the items carrying a tag. To filter across your entire workspace at once, use the same Tags chip in the filter menu of search. Select two or more tags and a match-mode toggle appears:

  • Any — items that have any of the selected tags (the default)
  • All — items that have every selected tag, for example everything tagged both marketing and q3-launch

Clicking a tag pill anywhere jumps straight to everything else carrying it.

Managing your tags

Curate the full set from Settings → Tags, which lists your Personal and Team tags with edit and delete actions and a New tag button. It's the place to rename, recolor, or clean up tags without hunting for an item that uses them.

Tagging with agents

Tell your AI client (Claude Code, Cursor) connected to the MCP server "tag this thread marketing" or "make a q3-launch tag and add it to these tasks," and it handles the rest without you leaving your editor.

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