How to Use Tags in Jotform Inbox

With Jotform, you can easily organize and categorize your form submissions using Tags in Jotform Inbox. Tags help you quickly sort conversations, group related responses, and find exactly what you’re looking for without digging through your entire Inbox. Whether you’re managing customer inquiries, internal requests, or ongoing projects, tagging keeps everything neat and easy to track.

With recent improvements, you can add, remove, and manage tags at both the individual submission level and from the Inbox Settings panel—giving you more flexibility and control over how your submissions are organized. It’s a simple way to stay on top of incoming responses and keep your workflow running smoothly.m

Adding Tags to a Submission

When you access your form submissions in Jotform Inbox, you can easily add tags to keep everything organized. Getting started is simple—here’s what to do:

1. On the left side of Jotform Inbox, click on the submission you want to add tags to.
2. Then, on the top-right side of the page, click on Add Tag.
3. In the menu that appears, select the tags you want to add to the submission. You can use the search bar at the top of the list to find one easily.

If the tag you need isn’t in the list, enter its name in the search bar at the top of the menu, then click on the Create button next to it or press the Enter key on your keyboard. The new tag will be selected automatically.

That’s it. The added tags will appear at the top of the submission title. If you want to edit or organize your tags, check out Managing Tags below.

Removing Tags from a Submission

You can quickly remove tags from a submission whenever you need to. You can do it in just a few steps:

1. On the left side of Jotform Inbox, click on the submission you want to remove tags from.
2. Then, at the top of the submission title on the right, hover your mouse over the tag you want to remove, then click on the X button that appears on the right side of it.

You can also click on the + button next to the last submission tag, then, in the menu that appears, click on the tags with checkmarks to deselect them.

That’s it. The tag will no longer appear on the submission.

Managing Tags

You can manage all tags used across your Inbox in one central place. It’s easy to create new tags, edit their names and colors, or remove them entirely to keep your Inbox organized and consistent. Here’s the quick way to do it:

1. In Jotform Inbox, on the right side of the main Inbox tab, click on the Three Dots icon.
2. Then, in the menu that appears, click on Inbox Settings.

You can also open Inbox Settings from the Settings button on the top-right side of the page.

3. Now, in the Inbox Settings menu that opens on the right side of the page, under the Tags tab, you’ll see all the tags you can use. You can use the search bar at the top of the list to find one easily, and you can also perform the following changes and actions:
   • Create New Tags
   • Rename Tags
   • Change Tag Color
   • Delete Tags

Creating New Tags

You can create new tags at any time to better organize your submissions. Here’s how to do it:

1. While you’re under the Tags tab of the Inbox Settings menu in Jotform Inbox, click on Create a New Tag.
2. Then, in the input box that appears, enter a unique name for your tag and press the Enter key on your keyboard to save your changes.

That’s it. The new tag will be added to your tag list.

Renaming Tags

If you need to update a tag’s name, you can rename it in just a few steps. You can do it in a few simple steps:

1. While you’re under the Tags tab of the Inbox Settings menu in Jotform Inbox, click on the tag you want to rename.

2. Then, enter a new unique name for your tag and press the Enter key on your keyboard to save your changes.

That’s it. The tag’s new name will appear wherever it’s used.

Changing Tag Color

You can change a tag’s color to make it easier to recognize at a glance. Here’s the quick way to do it:

1. While you’re in the Tags tab of the Inbox Settings menu in Jotform Inbox, click on the Ink Drop icon on the right side of the tag whose color you want to change.
2. Then, in the Select a Color menu that appears, click on the color you want to use for your tag.

That’s it. The updated color will appear on all submissions that use the tag.

Deleting Tags

If you no longer need a tag, you can remove it from your Inbox. This is how it’s done:

1. While you’re under the Tags tab of the Inbox Settings menu in Jotform Inbox, click on the Trash icon on the right side of the tag you want to delete.

2. Then, in the confirmation window that pops up, click on Delete to proceed.

That’s it. The tag will be removed from your tag list and from all submissions where it was used.

Filtering Submissions and Creating Tabs with Tags

You can use tags to filter submissions in your Inbox and quickly view related entries together. You can also create a tab from the filtered results to access them more easily later. Here’s what to do next:

1. In Jotform Inbox, on the right side of the Search bar at the top-left side of the page, click on the Filter button.
2. Then, in the Advanced Filters section of the menu that appears, click on the Choose a Field Dropdown menu and then select Tags.

3. Now, in the dropdown menu next to it, depending on what you want the filtered results to show, select one of the following options:
   • Includes — Keep this option selected if you want to show submissions that contain the selected tag.
   • Equal — Select this option if you want to show only submissions that exactly match the selected tag.
   • Not Equal — Select this option if you want to show submissions that don’t have the selected tag.

4. Next, in the dropdown menu on the right side of the section, select the tag you want to filter by.

5. Then, click on Apply Filter.

6. Now, on the top-right side of the page, click on Create a New Tab.

7. Next, in the Create a New Tab window that pops up, enter a name for your tab and click on Create Tab.

That’s it. The submissions with the tag you selected in the filter will now appear in a new tab.