Add Tag Automation Action
The Add Tag action automatically applies tags to cards when triggers fire. Use tags for categorization, filtering, and visual organization.
Configuration
Tags to Add: Select one or more tags to apply to the card.
Tag Behavior
- If tag already exists on card, no duplicate is added
- Tags are added instantly when trigger fires
- Multiple tags can be added in a single action
Common Use Cases
Status tagging: Add "in-progress" when work starts.
Priority tagging: Add "urgent" based on conditions.
Source tagging: Add "email-lead" for cards from email automation.
Stage tagging: Add "reviewed" when entering review stage.
Example Configurations
Mark as working:
Trigger: Entry to "In Progress"
Action: Add tag "working"
High-value deals:
Trigger: Deal value > $100,000
Action: Add tags "high-value", "vip"
Email source:
Trigger: Email automation creates card
Action: Add tag "email-lead"
Combining with Remove Tag
Use entry and exit triggers together:
Entry to "In Progress":
- Add tag: "working"
- Remove tag: "pending"
Exit from "In Progress":
- Remove tag: "working"
Tag Naming Conventions
Establish consistent naming:
- Status:
working,blocked,pending - Priority:
urgent,high,low - Source:
email,form,manual - Type:
bug,feature,support
Best Practices
- Use sparingly: Too many tags = noise
- Be consistent: Standardize tag names
- Pair with removal: Clean up when leaving stages
- Document meaning: Team should understand each tag
- Use for filtering: Tags enable powerful board filters
