Tags
Organize and categorize your ideas flexibly
Available on All Plans
Tags are included on every plan, including the free tier. Create unlimited tags to organize your ideas however you like. AI auto-tagging is available on Growth and above.
Overview
Tags provide a flexible, lightweight way to categorize and organize your ideas beyond the built-in categories. Unlike categories (which assign a single label), tags let you apply multiple labels to a single idea, enabling cross-cutting views of your backlog.
Use tags for themes, priorities, customer segments, product areas, or any taxonomy that makes sense for your team. Combine tags with filters and search to find exactly the ideas you need.
Creating Tags
1From the Tag Manager
Go to Settings → Tags to manage your workspace tags. Click "Create Tag" to add a new tag with a name, color, and optional description.
2Inline While Tagging
You can also create tags on the fly. When adding a tag to an idea, type a new tag name and select "Create tag" from the dropdown. The tag is created and applied in one step.
Applying Tags
Manual Tagging
Apply tags to ideas in several ways:
- •Idea detail view — Click the tag field to search and apply tags
- •Bulk actions — Select multiple ideas and apply tags in batch
- •Keyboard shortcut — Press
Ton a selected idea to open the tag picker
AI Auto-Tagging
On Growth plans and above, IdeaLift's AI automatically suggests tags for incoming ideas based on their content. The AI learns from your existing tag usage patterns.
How auto-tagging works:
- A new idea arrives from any source (Slack, email, widget, API, etc.)
- AI analyzes the idea text and compares it to your tag definitions
- Matching tags are suggested with a confidence score
- High-confidence tags are applied automatically; lower-confidence ones await your review
Tip: Add descriptions to your tags to improve auto-tagging accuracy. The AI uses tag descriptions as context when matching.
Filtering by Tags
Tags shine when you use them to slice your backlog. The ideas list supports powerful tag filtering:
- •Single tag filter — Click any tag to show only ideas with that tag
- •Multi-tag AND filter — Select multiple tags to find ideas that have all of them
- •Exclude tags — Filter out ideas with specific tags to focus your view
- •Combine with other filters — Stack tag filters with category, status, source, and signal score filters
Tag Management
Editing Tags
Rename, recolor, or update the description of any tag from Settings → Tags. Changes apply retroactively to all ideas that already have the tag.
Merging Tags
If you end up with duplicate or overlapping tags, merge them. Select two tags and choose "Merge" to combine them into one. All idea associations are preserved.
Deleting Tags
Delete a tag to remove it from all ideas. This only removes the tag association — the ideas themselves are not affected. This action cannot be undone.
Tag Usage Stats
The tag manager shows how many ideas each tag is applied to, helping you identify underused tags to clean up or popular themes worth investigating.
Best Practices
- 💡Keep tags focused — 10-20 tags is usually enough; too many dilutes their value
- 💡Use consistent naming conventions (lowercase, hyphens) so tags sort and search predictably
- 💡Add descriptions to every tag — it helps your team apply them consistently and improves AI accuracy
- 💡Review tag usage quarterly — merge duplicates and retire tags nobody uses