Tags

Tags help you organize and categorize your interactions, contacts, and tasks in BlaBlaNote. Create a flexible organizational system that fits your workflow.

Tags

Product Strategy Important Follow-up Q1 2026

Overview

The tagging system allows you to:

• Categorize items across different types
• Create custom organizational structures
• Find related content quickly
• Filter views by tag
• Build a personal taxonomy

Creating Tags

From an Interaction

1. Open an interaction
2. Click Add Tag in the sidebar
3. Type a new tag name
4. Press Enter to create

From a Contact

1. Open a contact
2. Scroll to Tags section
3. Click Add Tag
4. Enter tag name or select existing

From the Tags Manager

1. Go to Settings > Tags (if available)
2. Click Create Tag
3. Enter tag name
4. Optionally set a color
5. Save

Using Tags

Adding Tags to Items

Interactions:

1. Open interaction
2. Click tag area in sidebar
3. Select or create tags

Contacts:

1. Open contact profile
2. Find Tags section
3. Add relevant tags

Tasks:

1. Open task details
2. Add tags as labels

Removing Tags

1. Find the tag on the item
2. Click the X on the tag
3. Tag is removed from that item only

Bulk Tagging

For multiple items:

1. Select multiple interactions/contacts
2. Click Bulk Actions
3. Choose Add Tag
4. Select tag to apply

Tag Organization

Naming Conventions

Create consistent, meaningful tag names:

By Category:

• project:alpha
• project:beta
• client:acme
• client:techstart

By Type:

• meeting
• call
• demo
• interview

By Status:

• follow-up-needed
• completed
• pending-review

By Priority:

• urgent
• important
• low-priority

Tag Hierarchy Suggestions

While BlaBlaNote uses flat tags, you can create hierarchy through naming:

clients/acme
clients/techstart
projects/website-redesign
projects/mobile-app
topics/pricing
topics/features

Searching by Tag

Filtering the contact list down to a single tag.

Filter by Tag

1. Go to Interactions, Contacts, or Tasks
2. Click Filter
3. Select Tags
4. Choose one or more tags
5. View filtered results

Search with Tags

In the search bar:

• Type tag:tagname to filter
• Combine with other search terms
• Example: tag:client meeting notes

Frequent Tags

BlaBlaNote tracks your most-used tags:

• Quick access in tag selector
• Suggested when adding tags
• Based on your usage patterns

Tag Use Cases

Project Organization

Tag interactions by project:

• project:website-redesign
• project:q4-campaign
• project:product-launch

Filter to see all conversations related to a specific project.

Client Management

Tag contacts and interactions by client:

• client:acme-corp
• client:techstart-inc

Track all touchpoints with each client.

Event Tracking

Tag content from events:

• event:conference-2024
• event:team-offsite
• event:board-meeting

Review all notes from specific events.

Topic Categorization

Tag by subject matter:

• topic:pricing
• topic:roadmap
• topic:hiring
• topic:partnerships

Find all discussions about specific topics.

Follow-up Tracking

Use tags to track status:

• needs-follow-up
• waiting-for-response
• action-required
• resolved

Filter to see items needing attention.

Managing Tags

Viewing All Tags

1. Go to any list view (Interactions, Contacts, Tasks)
2. Open the filter panel
3. See all available tags
4. View count of items per tag

Renaming Tags

Currently, tags cannot be directly renamed. To change a tag name:

1. Create the new tag
2. Apply new tag to relevant items
3. Remove old tag from items
4. Delete old tag if desired

Deleting Tags

1. Remove tag from all items using it
2. Tag will no longer appear in suggestions
3. Unused tags are cleaned up automatically

Merging Tags

To combine duplicate or similar tags:

1. Decide which tag name to keep
2. Add the keeper tag to all relevant items
3. Remove the deprecated tag
4. Items now unified under one tag

Best Practices

Be Consistent

• Use the same tag format throughout
• Decide on singular vs plural (client vs clients)
• Standardize capitalization
• Document your tagging system

Keep It Simple

• Start with few tags, expand as needed
• Avoid overly specific tags
• Merge similar tags periodically
• Delete unused tags

Use Meaningful Names

Good tags:

• sales-call
• product-feedback
• partnership-discussion

Avoid:

• misc
• stuff
• temp

Review Regularly

• Audit tags monthly
• Merge duplicates
• Remove unused tags
• Update naming as needed

Tag Thoughtfully

• Don't over-tag (3-5 tags per item is usually enough)
• Tag immediately when creating items
• Consider future searchability
• Think about how you'll look for this later

Tips

Quick Tagging

Type the first few letters of a tag name to filter suggestions. Press Enter to add the highlighted tag quickly.

Tag Everything

Consistent tagging pays off over time. Make it a habit to tag new items immediately.

Use Tags with Search

Combine tag filters with text search for powerful queries. Example: Find all interactions tagged "client:acme" that mention "pricing".