How to Tag Notes

How to Tag Notes

What you can do: Tag Notes

Customized tags help you search and organize your notes in the Notes Library and Workspace. It allows for a higher level of organization. 

 How: Step by step directions on how to do that:

1. In the workspace under your selected contact, add a note and click the "Actions" button. Select "Tag Note." You can add existing tags or create new ones here. 

2. To add a tag to a note, allowing it to already be tagged when adding it to a contact, go to the Notes Library, select the note and click on the Pencil icon (Edit). In the new window, click "Tag it" on the left, add the desired tags to the note, and press Save.

Now, whenever you add this note to a contact, these tags will automatically be attached to this note. 


  1. How to Create Tags
  2. Tags are used to organize your notes
  3. You can quickly search for tags using the "Filter Notes" feature in the Workspace
  4. Tags are specific to the workspace, not the user

    • Related Articles

    • How to Add Notes From Notes Library

      What you can do: Add Notes into Client's Record from the Library The Notes Library is a space for you to store and create reusable notes. Pulse360 comes with pre-written notes in the library, but we expect you to create your own notes in your voice. ...
    • How to Transfer Notes

      What you can do: Transfer Notes If you need, you can transfer notes to and from one meeting/event, quick notes, or contact to another. Notes can be transferred one at a time. Transferring a note will remove it from the initial spot and add it to the ...
    • How to Create New Notes

      What you can do: Create New Notes Adding notes to a contact is one of the core functionalities of Pulse360. Reusable notes are added through the notes library, however, sometimes you may have a note that would only be added once to a contact. This ...
    • How to Create Document Using Filtered Notes

      What you can do: Create Document Based on Filtered Notes In Pulse360, you can search and filter for notes and send out a document using the filtered notes. This is useful when it comes to Year-end Summaries, catching all taxable events, and more.  ...
    • How to Take Notes on a Document Template in the In-Meeting Notes

      What you can do: Work on Agenda During the Meeting Once you have prepared an agenda for a meeting, you can import that directly into the In-Meeting Note area. This allows you to better take notes during the meeting. After the meeting ends, you can ...