Tags & Organization Category

Tags & Organization
Once you've mastered the basics, learn how to work even faster and more efficiently in Front.

  • Understanding tags

    Overview Tags make it easy to track certain topics in your inboxes, set up rules to sort messages automatically, report on trends in analytics, and use as private folders to file your messages into.…

    • Support Program Manager
    • Helena_Li
    • updated 2 wk ago
    • 44replies
    • 41,829
    • 3
    • Tags & Organization

  • Custom conversation fields

    Overview Front allows you to add custom fields to a conversation to designate information like Category, Last Assignee, or External app ID to add extra context to the thread.…

  • Views

    Overview Views create a tailored work queue in users’ sidebars, making it easy to track and manage high-priority, categorized messages. They can be set up at an individual or Workspace level by…

  • Conversation list filters

    Overview Use the Filter feature at the top of an inbox’s conversation list to focus on conversations one topic at a time, based on a specific tag or assignee.…

  • Custom inbox fields

    Overview Front allows you to add custom fields for existing inboxes to designate fields like Manager or Workspace. After the custom fields are set, they can then be used in Smart Rules to automate…

  • Custom teammate fields

    Overview Front allows you to add custom fields for existing teammates to designate fields like Manager, Role, or Workspace. After the custom fields are set,…

  • Understanding custom fields

    Overview Custom fields enable you to add more details to your resources that may be useful for your workflows, which are in addition to any default fields that Front already has.…

    • Support Program Manager
    • Helena_Li
    • updated 2 mths ago
    • 1,802
    • Tags & Organization

  • Required tagging

    Overview Front's required tagging rule ensures that you can tag every single conversation in any inbox for your internal categorization and analytics purposes.…

    • Support Program Manager
    • Helena_Li
    • updated 3 wk ago
    • 2,583
    • Rules

  • Select multiple conversations for mass action

    Overview In your quest for Inbox Zero, you may find that you have many conversations that need organization or action en masse. Front enables you to do this with the Select all or multi-select…

    • Support Program Manager
    • Helena_Li
    • updated 2 mths ago
    • 4,439
    • Individual Inboxes

  • Understanding the conversation summary

    Overview Front’s conversation summary provides a consolidated view of some key elements of a conversation without the need to scroll through the entire thread.…

    • Customer Support Manager
    • CoriMorris
    • updated 2 mths ago
    • 796
    • Tags & Organization

  • Views [legacy feature]

    ⚠️ This is a legacy feature. Front accounts created after Jan 26, 2023 use the new version of Views described here. Overview Views are a combination of filters that create a dynamic list of…

    • Product Manager
    • Baptiste_Couly
    • updated 1 mth ago
    • 3replies
    • 7,967
    • Inbox Settings

  • When to use tags vs. empty inboxes

    Overview Prior to using Front you probably used folders to organize conversations in Outlook, or labels to organize in Gmail. Now that you're in Front, your team can use tags and empty inboxes for…

    • Drive Value. Conquer Change.
    • Samantha_Wong
    • updated 2 mths ago
    • 3,421
    • Tags & Organization

  • Using tags to label and file conversations

    Overview Front supports nesting tags to categorize them in groups and allows you to drag messages from your inbox into a private tag or the Starred section to file them away.…

    • Support Program Manager
    • Helena_Li
    • updated 2 mths ago
    • 11replies
    • 14,203
    • Tags & Organization

  • How to move messages and split conversations

    Overview Are replies from different customers being threaded together, or is it hard to tell what part of a chat conversation a tag is referring to? Anyone on your Front team can move an email…

    • Support Program Manager
    • Helena_Li
    • updated 3 mths ago
    • 12replies
    • 20,863
    • 1
    • Tags & Organization

  • How to change your individual inbox counters

    Overview Front allows you to change your individual inbox counter settings, so you can choose what the numbers on your inbox show to better accommodate your workflow.…

    • Support Program Manager
    • Helena_Li
    • updated 2 mths ago
    • 5replies
    • 7,423
    • 1
    • Tags & Organization

  • How to move conversations to another inbox

    Overview Moving a conversation is helpful when you want to pass a conversation on to another team. Unlike traditional email forwarding, moving a conversation from one inbox to another offers a…

  • Customize your sidebar to show inboxes, tags, teammates, and more

    Overview Front allows you to customize your sidebar in order to help you work most efficiently. You can show the inboxes, tags, and teammates in your sidebar that are most relevant to you,…

  • How to snooze conversations for later or follow-up

    Overview Ever wish you could hide a message in your inbox until later, or make a sent message reappear for follow-up? With snooze, you can set a time for conversations to reopen in your inbox exactly…

    • Support Program Manager
    • Helena_Li
    • updated 2 mths ago
    • 37replies
    • 11,771
    • Tags & Organization

  • How to print an email or save as PDF

    Overview For instances where you need a physical record of an email, you can print a specific message or an entire thread from Front. Printing an individual message To print a specific message in a…

  • Read vs. unread status

    Mark as read vs. archive Archiving instead of marking emails as read is the Front-recommended way to manage your inbox. Once no immediate action is required on a message,…

  • Sort message by time in your inbox

    Overview Front allows you to sort the conversations in your inbox in four ways. Use the Sort by... dropdown menu at the top of the message list to sort your inbox by newest, oldest, newest unreplied,…

  • Gmail labels become Front tags

    Overview When you connect a Gmail account to Front, Front will sync your Gmail labels with your Front tags, including nested labels, as long as the channel is set to Gmail threading mode.…

    • Support Program Manager
    • Helena_Li
    • updated 2 mths ago
    • 4replies
    • 7,582
    • 1
    • Tags & Organization

  • Front keyboard shortcuts

    Overview Front supports many keyboard shortcuts to help you get work done faster. 🙌 While a single second doesn't sound like much, let's put this in perspective.…

    • Support Program Manager
    • Helena_Li
    • updated 2 mths ago
    • 14replies
    • 17,857
    • 2
    • Tags & Organization

  • Manually merge conversations

    Overview There may come a time where you have separate threads about the same topic. In those cases, merging the conversations can help your productivity so that all context is in one thread.…

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