Hashtags are customizable labels users can apply to tasks to categorize, track, and report on work. 

Use this guide to learn how to create and manage hashtags on the desktop app. For more general information, see our Getting Started with hashtags on the desktop app guide.

Create a new hashtag

Note: Required and available fields vary by hashtag type.

1. Go to Settings. 
2. Select Workflow. 
3. Click Create New.

4. Enter the following information:
   1. Hashtag name
   2. Description: Describes what the tag means and when it should be used.
   3. Scope: When the hashtag can be applied to a task.
   4. Visibility: Determines how and when the hashtag is displayed.
   5. Type: Sets whether the hashtag is just a label or also holds data.

5. If applicable, choose the action to follow the hashtag.
   1. Create new task
   2. Create new Email
   3. No action
6. Click Create hash tag. 

Modify an existing hashtag

1. Go to Settings.
2. Select Workflow. 

3. Select the desired hashtag. 
4. Modify as needed. 
5. Click Edit hash tag.

Deactivate an existing hashtag

1. Go to Settings. 
2. Select Workflow.

3. Select the desired hashtag.
4. Click Deactivate. The hashtag appears lighter in your hashtag list. 
5. To reactivate the hashtag, select it and click Activate.