You can never have too much data, but sifting through it all can be overwhelming. With countless features, feedback, and insights across your account, it can be challenging to identify trends, prioritize effectively, or retrieve the specific information you need. Tags are a highly flexible tool that you can use to sort and highlight information. Add them to records across your account to help you visually highlight specific details. Then sort, filter, and report on tags to narrow in on specific themes or categories across Aha! records in your account.
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Overview
Tags provide any easy way to categorize and highlight information. Workspace contributors can create and add them to any record in your Aha! account. Tags display as colored labels in the Tags field on a record. You can add multiple tags to a single record.
Add the tags field to any list or pivot report to see any tags added to each record in the report or to filter records by tag.
If you are subscribed to an Aha! Discovery plan, you will have two types of tags in your Aha! account: general tags and interview tags. Unlike general tags, which you can add to any record in your Aha! account, interview tags are reserved highlighting insights from customer research interviews.
Create tags
Account customization administrators can create tags in your Aha! account.
Navigate to ⚙️ Settings -> Account -> Customizations -> Tags.
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Click Add tag. Enter a name for your tag in the Tag field and assign it a color. Your tag can include letters, numbers, or emoji.
If you are using Aha! Roadmaps or Aha! Ideas with Aha! Discovery, you will also choose a Type for your tag: General (for records) or Research (for interview highlights.)
Click the Create tag or Create tag + add another to save your tag.
Bulk edit or merge tags
You can bulk edit tags to change their color, merge them into a single tag, or delete them. To bulk edit tags:
Navigate to ⚙️ Settings -> Account -> Customizations -> Tags.
Check the boxes next to the tags you want to edit. Then click Bulk edit to open a list report of your selected tags.
Select the tags you want to edit use the bulk edit function to update or delete them.
To merge tags, use the Merge into option in the bulk edit menu. When you merge tags, you will select an existing tag to merge tags into. This tag you will replace the merged tags everywhere they appear across your account.
If you use multiple Aha! products, you may have both General and Interview tags in your account. You cannot merge the two types of tags together. You can merge tags if all selected tags are the same type.
Add tags to records
Workspace contributors can add tags to records. To do so, find the Tags field on the record and begin typing to search for the tag. Then select the tag you want to add.
The Tags field is many-to-one, so you can add as many tags to a record as needed.
Report on tags
From the Tag page, click any of the hyperlinks under the Used in column to create a list report showing you a list of your selected record type that is using the given tag. Click the Edit button to change the name or color of a tag. Click the Replace button to replace a given tag with another existing one. And click the Delete button to delete a tag.
You can also add the Tags field to any list or pivot report. Use the field to display or filter records by tag for visibility or narrowing in on specific records.