Using labels to organize

Labels are color-coded tags you can apply to conversations for quick categorization and filtering. Whether you're managing a handful of support requests or hundreds of conversations across multiple channels, labels help your team stay organized, prioritize work, and find relevant threads in seconds. Think of them as flexible folders that can be layered onto any conversation.

Creating labels

1. Navigate to Settings > Labels from your Deskwoot dashboard.
2. Click 'Add Label'.
3. Enter a descriptive name for the label (e.g., Refund Request, VIP Customer, Bug Report).
4. Choose a color that makes the label easy to spot at a glance.
5. Save your new label. It will now be available across your workspace.

Applying labels

1. Open any conversation from your inbox.
2. In the conversation sidebar, click the label icon.
3. Select one or more labels to add them to the conversation. You can also remove labels from the same menu.

Labels appear as colored badges on the conversation, making them visible both inside the thread and in your inbox list view.

Filtering conversations by label

Once labels are applied, you can use them to filter your inbox. Click on a label name in the sidebar or use the filter options in your inbox view to display only conversations tagged with a specific label. This is especially useful when you want to focus on a particular category, such as all open billing inquiries or escalated issues.

Best practices

• Keep names short and clear: Use concise, consistent naming conventions so every team member understands what each label represents.
• Use distinct colors: Assign unique colors to high-priority labels (e.g., red for urgent issues) so they stand out in a busy inbox.
• Don't over-label: Stick to a manageable set of labels. Too many can create clutter and reduce their usefulness.
• Review periodically: Audit your labels regularly and remove or merge any that are outdated or rarely used.
• Combine with other tools: Use labels alongside assignment and conversation status to build efficient team workflows.

Common pitfalls

• Duplicate labels: Before creating a new label, check whether a similar one already exists to avoid confusion.
• Inconsistent usage: Make sure your team agrees on when and how to apply each label. A quick internal guide can help maintain consistency.

Frequently asked questions

Can I apply multiple labels to a single conversation?

Yes. You can add as many labels as needed to a conversation, which makes it easy to categorize threads that span multiple topics.

Will removing a label delete the conversation?

No. Removing a label simply detaches the tag from the conversation. The conversation itself and all its messages remain untouched.

Can I rename or change the color of an existing label?

Yes. Head to Settings > Labels, find the label you want to update, and edit its name or color. The change will automatically reflect on all conversations that use that label.