Tags let you organize and quickly find your templates across Dubsado — and when you're working inside a project, Dubsado automatically surfaces templates with matching tags at the top of the list, so you spend less time hunting for the right one.

Tags in Dubsado

Tags in Dubsado are a single shared pool. Whether you create a tag while tagging a package or a project, that same tag becomes available everywhere else — across all template types and projects in your workspace. You can apply tags to packages, payment plans, discounts, message templates, forms, flows, and schedulers.

Adding tags to templates

The process for adding tags is the same across all template types. The steps below use packages as an example.

Navigate to the template list you want to work with (for example, Invoicing ➔ Packages).
Locate the template you want to tag.
Click the Add tags button at the top right of the page or on the template row. If tags are already applied, click the tag icon instead.
In the tag selector that appears:
- Select an existing tag from the list by clicking it.
- To create a new tag, type a name in the Search or create tag field and click Create "[tag name]". Dubsado assigns a color to new tags automatically.
Click outside the tag selector to close it. Your changes save automatically.

Tags appear as colored chips on the template row. If more than three tags are applied, a +N indicator shows how many additional tags exist.

You can select or create multiple tags before closing the tag selector — all changes save at once when you click outside.

The same process applies to all supported template types:

Forms: Navigate to Forms
- In Table view, click into the Tags column to add tags
- In Board view, click the Add tags icon on a form's card to add tags
Payment plans: Navigate to Invoicing ➔ Payment plans
Discounts: Navigate to Invoicing ➔ Discounts
Message templates: Navigate to Messages ➔ Custom templates
Flows: Navigate to Flows
Schedulers: Navigate to Events ➔ Scheduler Templates

To remove a tag from a template, open the tag selector and click the tag chip to deselect it.

Managing your tags

You can rename, recolor, archive, or delete any tag directly from the tag selector — on any template or project where tags can be applied.

Open the tag selector on any template, then click the three dots (...) icon next to a tag to access these options:

Rename — Update the tag's name across all templates and projects where it's applied
Color — Assign a different color to the tag
Archive — Remove the tag from your active tags list without deleting it (see Project tags for more on archiving and restoring tags)
Delete — Permanently remove the tag from your account and from every item where it's applied

Deleting a tag is permanent and removes it from every template and project where it was applied. Archive the tag instead if you think you may need it again.

Filtering templates by tag

The Filter option on any template list lets you narrow results to templates with specific tags, and optionally include archived templates in those results.

Navigate to the template list you want to filter.
Click Filter in the toolbar.
In the filter panel, select one or more tags under the Tags filter. The list updates immediately.
To display archived templates in your results, toggle the Archived switch on.
To clear a tag filter, click X on the tag chip or remove the filter selection.

Tag filters work alongside other active filters — for example, you can filter by tag and archived status at the same time.

Tag matching in a project

When you add a template from inside a project, Dubsado compares the template's tags against your project's tags and floats matching templates to the top of the selection list. This makes it faster to find templates that are relevant to the type of work in that project.

To take advantage of tag matching:

Open a project and navigate to the Details tab.
Click the Tags field and apply one or more tags to the project.
Navigate to the tab where you want to add a template — Forms, Events, Messages, or Flows.
Click the button to add a template (for example, Add a form).
In the selection modal, templates with tags matching your project appear first. Hover over the colored dots on any template to see a tooltip showing how many tags match (for example, "2 tag(s) match project").

You can also type a tag name in the search bar within the modal to filter templates by tag.

Tag matching only applies when adding templates from inside a project. The global template lists do not prioritize templates based on project tags.

Archiving templates

Archiving a template hides it from the default list view without deleting it. Archived templates remain accessible by toggling the Archived filter on any template list and can be restored at any time.

Archive a template

The archive action works slightly differently for forms than for other template types.

For packages, payment plans, discounts, message templates, flows, and schedulers:

Navigate to the template list.
Locate the template you want to archive.
Click the Archive button (box icon) near the top right of the page.

For forms:

Navigate to Forms.
Locate the form template you want to archive.
Click the three dots (...) icon on the form template card or row.
Select Archive.

View and restore archived templates

Archived templates don't appear in the default list view. Use the Archived filter to find them and restore them when needed.

Navigate to the template list where the archived template lives.
Click Filter and toggle the Archived switch on. Archived templates appear in the list.
To restore a template:
- For packages, payment plans, discounts, message templates, flows, and schedulers: Select the archived template and click the Restore button that appears where the Archive button previously was.
- For forms: Click the three dots (...) icon on the archived form template card or row and select Restore.

FAQ

What's the difference between a template tag and a project tag?

There's no functional difference — all tags come from the same shared pool in your workspace. A tag you create while tagging a package is available to apply to a project, and vice versa. The distinction is simply in where you use the tag: applied to a template or applied to a project.

Can I apply tags to global task boards?

No. Tags cannot be applied to global task boards, and global task boards cannot be archived.

How do I remove a tag from a template?

Open the tag selector on the template row and click the tag chip to deselect it. Changes save automatically.

Can I search for a template by tag name when adding one to a project?

Yes. In the template selection modal, type a tag name in the search bar. Templates with matching tags appear in the results alongside any templates whose names match your search.