etiquetas en proyectos

In this article, you will learn how to view and use account tags in your pipelines.

Ver etiquetas en proyectos

When you rely on tags to build your processes, it can be helpful to see which tags are applied to client accounts right in the pipeline. This could be turned on or off for each pipeline. To view tags, open pipeline settings and toggle the Account tags on.

A continuación, verá todos los etiquetas aplicados a los clientes directamente en las tarjetas trabajo de la vista Kanban.

Utiliza etiquetas en proyectos

With tags, you can easily set up conditional stages and automations for the pipeline. Check and change tags accordingly without leaving the pipeline to make jobs enter the right stage or trigger a specific automation. Here’s more on tag-based conditions in the pipelines .

Also, viewing tags in pipelines makes it easier to use the Update account tags automation, which applies and removes tags automatically. Here’s more info on the Update account tags automation .

Comparte

Enlace copiado