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Share tags across multiple teams using tag templates
Share tags across multiple teams using tag templates

How to create a template to reuse during team setup

Emily Jones avatar
Written by Emily Jones
Updated over a week ago

Have you ever created a series of tags that you wanted to reuse on multiple teams and projects? Developing and building a large group of tags can be labor intensive and the job of manually recreating them again and again is inefficient and can easily lead to mistakes.

With Teams, you can create a tag template to use the same set of tags as often as you like, without needing to create it from scratch over and over.

Create a tag template for your teams

  1. Create a new team but do NOT add any team members and do NOT import any queues to this team. Go right to the Create Tags tab.

  2. Here, add all of the tags you want to include in your template. Add a new tag name, choose a tag color, and click Create Tag. Repeat for each tag in your template.

    Create a list of tags you want to use for your template

  3. When you’re finished adding tags, click Next.

    Click Next when finished

  4. This will take you to the Sync Calendar tab. Click Done.

    Click Done when finished

  5. You now have a tag template that you can reuse over and over.

    View your Tag Template in the Tag Block.

Use the template when you create new teams

Now that you have a team with your template tags, it’s just a couple quick steps to move it into existing or newly created teams.

  1. From your tag template team, export the team data.

  2. From the team you want to have the tags, import your data. This will create copies of the tags in that team, without cluttering it with extra information. The import won’t create duplicate tags, so if a team already has one of your template tags, GQueues will skip that one.

👉 Pro Tip: Return to the team settings for your tag template team later to make any edits, so tags for your new teams are always just what you need.

Creating a tag template allows you to build a series of tags once and use them many times over. This is especially important when you have lots of tags that are complex, color-coded, and/or use emojis - they take time to create! With tag templates, there’s no need to reinvent the wheel 😉

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