Categories and Tags

Categories and Tags help you organize your activity items in Vitally, and also give you some 'special' power alongside account views & playbook automations.

Categories and Tags are a perfect way to keep you and your team organized. Categories will be at a higher level, while tags allow you to get as specific as you want to be able to organize your activity.

A Category is simple in theory - think of it like the folder that a file would belong to. That said, they also have a ton of power in Vitally!

A Tag is another layer to your category. This allows you to get a lot more specific so for example, you can have a Category of "Meeting" and then a tag for "QBR"

About Categories

As mentioned, Categories are a great way to organize your Activity like a folder that a file would belong to. What can you add a Category to? There are a few different activities that you can add a category to:

  1. Conversation Templates

  2. Notes

  3. Tasks

  4. Projects

  5. Playbook Automation

Creating & Applying Categories

Adding a Tag is the same workflow for all with the exception you would select Conversations Settings, Notes, Tasks, or Docs to add appropriately:

  1. Navigate to your Settings (βš™οΈ) by selecting your Account Logo on the top left

  2. Navigate to Activity and select either:

    1. Conversation Settings

    2. Notes

    3. Tasks

    4. Projects

  3. From there, you'll see a Categories section that you'll select

  4. Then you can select New Category on the top right

Once you've created your categories for all your activities, you can start applying these. When creating templates you are able to select a category or if you're making stand-alone tasks, notes, or projects you'll see a section for categories:

Add a Category to Playbook automation

Creating categories and applying categories to Playbook automation looks slightly different. To create and apply a Category, you'll follow a similar workflow:

  1. Navigate to your Settings (βš™οΈ) by selecting your Account Logo on the top left

  2. Under Customer Management, select Playbooks

  3. Open (or create) a playbook

  4. Select the Settings gear on the top right

  5. In this Pop-up you'll see Category where you can select existing categories

  6. If you want to create a new one, just type in the new value in that category section and press enter

Using Categories

Organizing your work can help you filter views to view the relevant data more easily. You can create an Account Table View and open your available columns to see a section for Activity. In that section, you'll see fields for each of your task, note, and project Categories.

Using CategoriesVisual

Adding Categories to Table View Columns:

For example, in the image to the right, I can easily add the next due Task! With that column in a View table view, I can click on the task to see (and work on) the task from the Accounts table view πŸŽ‰

Filtering by Categories

Not only do you have columns for each of your categories, but also filters, which allows you to easily (for example) find all accounts that have not had a Support task completed within a recent timeframe (as an example - of course, you can do this for all your categories!).

These filters are supported throughout Vitally - in your health scores, playbook automations, etc. This opens up a whole world for new automation! For example, say you have 2 different Onboarding projects - 1 for high touch accounts and one for others. By unifying your Projects underneath a single Onboarding category, you can now build workflows like "For all accounts without an Onboarding project in the last 90 days, create one". Of course, that's just a single example - the real possibilities are endless!

About Tags

Tags allow you to add another layer of organization. Categories will be higher level, and tags allow you to get as specific as you want to be to organize something. For example let's say you have a Note category called β€œCSM Call” that broadly identifies that this is a call the CS team owns as opposed to perhaps an Implementation or Account Management type call. However, there could be a lot of different types of CSM calls like: Strategy, Feedback, Operations, Risk, etc and you could use tags to further organize the type of call that took place.

So what can you add a Tag to? There's a few different activities that you can add a tag to:

  1. Notes

  2. Tasks

  3. Docs

Creating & Applying Tags

Adding a Tag is the same workflow for all with the exception you would select Notes, Tasks, or Docs to add appropriately:

  1. Navigate to your Settings (βš™οΈ) by selecting your Account Logo on the top left

  2. Navigate to Activity and select either:

    1. Notes

    2. Tasks

    3. Docs

  3. From there, you'll see a Tag section that you'll select

  4. Then you can select New Tag on the top right

Once you've created your tags for all your activities, you can start applying these. When creating templates you are able to select a category or if you're making stand-alone tasks, notes, or docs you'll see a section for tags:

Using Tags

Filtering by Categories

You can filter by Tags within a Notes, Tasks, or Docs View to easily allow you, for example, to find all Notes that are a churn concern.

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