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How to categorize meetings in Tactiq
How to categorize meetings in Tactiq

Using labels in Tactiq

Ksenia S avatar
Written by Ksenia S
Updated over a week ago

Tactiq enables structured meeting management and facilitates the organisation of transcripts. Assign labels to the transcript and quickly find meetings later. Over time, you’ll gather a great store of valuable information about everything you’ve discussed during meetings - and it will all be easily searchable.

Meetings in Tactiq can be categorised and labelled in two different ways:

Each method has its benefits depending on what’s important to you, but in general, we recommend using a combination of them. Read on to find out about the differences between these methods.

Manual label

Create a new label on the Labels page.

Assign labels to the meeting manually with a plus button:

Choose a label that you've created:

Search using labels

Tagging conversations with general labels like "UX" or "Project X" lets you search for these things later and see all conversations about that topic.

Automated labels

Automated labels are the most consistent, automated way for you to categorize every meeting in Tactiq.

You define a set of filters (title, participant, duration, etc) to include and a label will be added automatically to any matching meeting.

To set up an automated label go to the Labels page and start creating a new Label.

Here you'll see an optional parameter called filters. Available filters are Meeting title, Participant Name, Number of participants, emails, meeting duration, and recurrent.

Available filters

For example, here is how to set up an automated tag with a specific meeting title. You'll also see which meetings will be labelled:

Automated labels will be applied retrospectively as well.

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