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Workspace Tags

Organize and find content across your workspace

Written by Julia
Updated over a week ago

Tags help you categorize notes, highlight key items, label decisions, and quickly find what you need across your entire Fellow workspace. Tags are workspace-wide, meaning everyone can use them and see tagged content they have access to. Use tags to organize action items by priority, mark important decisions, track project-related content, or create any custom categories your team needs.

What Tags Can Do

Tags provide powerful organization and search capabilities across Fellow:

Organization:

  • Categorize action items by priority or project

  • Label key decisions for easy reference

  • Group related content across different meetings

  • Create custom categories for your workflow

Searchability:

  • Find all content with a specific tag instantly

  • Filter action items by tag

  • Search within tagged content

Visibility:

  • Tags are visible workspace-wide

  • Everyone can apply existing tags

  • Users only see tagged content they have access to

  • Color-coded for visual scanning

Try it:

  • Tag action items as #high-priority, #urgent, or #blocked

  • Mark key decisions with #decision or #approved

  • Track projects with #Q1-goals or #product-launch

  • Organize by topic like #hiring, #budget, or #roadmap

Apply a Tag

Adding tags to your notes helps categorize and organize content:

  1. Within a note, press the hashtag symbol (#) on your keyboard

  2. Start typing your tag name

  3. Select the tag from the dropdown list

If the tag you want doesn't exist yet, you can create a new one:

  1. Press # and type the new tag name

  2. Click Create new workspace tag

  3. Choose a color for the tag

  4. Click Create

The tag will appear in your note and be added to your workspace's tag library.

Tip: Tags are most useful when applied consistently across your workspace. Consider establishing tag naming conventions with your team (e.g., #priority-high vs #high-priority).

Edit a Tag

You can edit tag names and colors at any time. Changes apply workspace-wide to all instances of that tag.

Edit from within a note

  1. Hover over the tag you want to edit in your note

  2. Click Edit when it appears

  3. Update the tag name or color

  4. Click Save

Note: Editing a tag updates it everywhere it's used across your workspace.

View Tagged Content

Tags make it easy to find all content marked with a specific label:

Click a tag in a note

  1. Click on any tag in a note

  2. Fellow displays all content with that tag that you have access to

  3. Browse through tagged action items, talking points, and notes

Search for tagged content

  1. Open Fellow's main search (click the search icon or press Cmd/Ctrl + K)

  2. Type the tag name (with or without #)

  3. View all tagged content in search results

You can also search for tags specifically in the My Action Items section to filter action items by tag.

View All Workspace Tags

See your workspace's complete tag library and manage all tags from one place:

  1. Click Tags in the main menu

  2. This opens the Workspace Tags page showing all tags

Tabs available:

  • All Tags - View every tag in your workspace

  • Starred Tags - View only tags you've added to your home panel

From this page you can create new tags and edit existing ones.

Best Practices

Naming conventions:

  • Keep tag names short and descriptive

  • Use consistent naming patterns (#priority-high vs #high-priority)

  • Consider prefixes for categories (#project-, #status-, #team-)

  • Avoid overly specific tags that won't be reused

Color coding:

  • Use colors consistently (e.g., red for urgent, green for completed)

  • Pick colors that are easy to distinguish

  • Coordinate with your team on color meanings

Common tag uses:

  • Priority levels: #urgent, #high-priority, #low-priority

  • Status: #in-progress, #blocked, #complete

  • Projects: #project-alpha, #Q1-goals

  • Decisions: #decision, #approved, #pending-approval

  • Teams/departments: #engineering, #marketing, #sales

  • Company values: #customer-first, #innovation

Troubleshooting

Tag isn't appearing in the dropdown

Possible causes:

  • Tag hasn't been created yet

  • Typing too quickly before dropdown loads

  • Tag name is misspelled

Solutions:

  1. Press # and wait for the dropdown to load

  2. Type the full tag name to filter the list

  3. If the tag doesn't exist, create it by clicking Create new workspace tag

Can't edit a tag

Possible causes:

  • Workspace permissions restrict tag editing

  • Tag is being used and you need admin permissions

Solutions:

  1. Try editing from Workspace Settings instead of the note

  2. Contact your workspace administrator if you don't have permission

  3. Verify you're hovering correctly over the tag to see the edit option

Tag changes aren't saving

Possible causes:

  • Network connection issue

  • Browser cache preventing update

Solutions:

  1. Check your internet connection

  2. Refresh the page and try again

  3. Try editing in an incognito browser window

Tagged content shows items I can't access

Cause: Tags are workspace-wide, but you can only see content you have permission to view.

Solution: This is expected behavior. When you click a tag, you'll only see notes and items you have access to, even if that tag is used in other notes you can't access.

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