What this page is for:
The Tags page allows you to organize and categorize your meetings more effectively. Tags function like labels that you can assign to meetings, making it easier to group, search, and analyze conversations across your organization.
What you can do here:
Create new tags using the "+ New Tag" button.
View and manage existing tags in the table.
Search for specific tags using the search bar.
Tags are shared across the entire organization—everyone sees the same tag list.
Why tags matter:
Help teams filter and locate meetings quickly.
Enhance report clarity by categorizing meetings under meaningful headings (e.g., “Partnership,” “Product Team,” “Customer Feedback”).
Enable better tracking and analysis across recurring themes or types of discussions.
Sample use cases:
Tagging all QBRs as "Business Weekly"
Grouping all investor-related calls as "Investor"
Categorizing feedback from different departments or regions