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Brief Tags

Label Briefs with tags so your team — and the AI — can find work by topic, theme, or any grouping that fits how you plan.

Overview

Tags are short, freeform keywords you attach to Briefs. They're shared across your workspace — once a tag exists, it appears in every team member's tag picker. You can assign multiple tags to a Brief, filter the Briefs list by tag, and ask the AI to pull up Briefs by tag in chat.

Tags are designed to live where you already work. There's no separate tag management page — you create and assign tags directly in the Brief detail header or from the Briefs table view, the same place you read and edit briefs. The tag picker manages tags only; other metadata (Status, owner, Initiatives) have their own controls in the metadata row.

How It Works

  1. Click the metadata row — Open a Brief or find it in the table view. The metadata row at the top shows Status, owner, linked Initiatives, and tags as clickable pills.

  2. Click a tag pill — Click any existing tag pill to open the tag manager for that Brief. From here you can add or remove tags. The tag picker opens as a compact dropdown.

  3. Add a tag — Click the + button to add tags, or type in the tag picker to filter existing tags or create new ones.

  4. Remove a tag — In the tag picker, click the × on any tag to remove it. The tag itself stays available for other Briefs.

  5. Filter by tag — In the Briefs list toolbar, click the tag filter (shows "All tags" by default). Select one or more tags to narrow the list. Briefs matching any of the selected tags are shown.

  6. Filter from chat — Ask the AI in chat to "show me Briefs tagged X" and the agent will return matching Briefs as inline pills. The tag filter tool searches across your account.

Key Capabilities

  • Metadata row: Each Brief displays a pill-based metadata row showing Status, owner, linked Initiatives, and tags. Click any pill to edit that property.
  • Tags are isolated: The tag picker manages only tags. Status, owner, and Initiatives are edited through their own separate controls in the metadata row.
  • Click-to-manage: Click a tag pill to open the tag manager where you can add/remove tags without leaving the Brief.
  • Shared tag vocabulary: Tags are scoped to your workspace. Every tag any teammate creates shows up for everyone, so naming converges naturally over time.
  • Multi-tag filtering: Select multiple tags in the filter dropdown to show Briefs matching any of them. Your filter selection persists across sessions.
  • Filter by tag in chat: Ask the AI to filter Briefs by tag and get back a list of matching Briefs as reference pills.
  • Instant tag creation: Type a new tag name in the picker and it's created as soon as you select it. Names are normalised to lowercase and trimmed automatically. Names can be up to 50 characters.
  • Tag limit: A single Brief can have up to 20 tags. The add button is hidden when the limit is reached, and you'll get a clear error message if you somehow hit the cap from another surface.

Tips

  • Use tags for cross-cutting concerns that don't map to a single Initiative — labelling Briefs by team, sprint, priority theme, or customer segment.
  • Keep tag names short and consistent. The picker shows existing tags from your workspace, so your team will naturally converge on a shared vocabulary over time.
  • Combine tag filtering with status grouping for a focused view — filter to a specific tag and group by status to see what's in progress versus done.
  • Ask the AI in chat to filter by tag when you want Briefs surfaced as reference pills directly in the conversation, rather than navigating to the list.

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