Overview
Tag lists let you manually group contacts for any reason — people who go on break together, key targets for outreach, volunteers who handed out flyers last week, or any other ad-hoc grouping. Once you create a tag list, you can open it at any time, add or remove members, share it with other users, or make it inactive when you’re done.The tag lists table
Click Lists in the left navigation panel to open the tag lists page.
| Column | Description |
|---|---|
| Broadstripes ID | The list’s unique identifier |
| Tag list name | The list name, with an actions menu (⋯) for Edit and Delete |
| Type | Always “Tag” for tag lists |
| Status | Active or Inactive — use the dropdown filter to show one or the other |
| Visibility | Shared (visible to all users) or Personal (visible only to the owner) |
| Records tagged | Number of contacts in the list — click the number to view them as search results |
| Creator | The user who created the list |
| Owner | The user who owns a personal list (blank for shared lists) |
| Created date/time | When the list was created |
Create a tag list
- On the tag lists page, click New tag list.
- Fill in the form:
- Name — A descriptive name for the list.
- Description — Optional notes about the list’s purpose.
- Status — Active (default) or Inactive.
- Visibility — Shared (visible to all project users) or Personal (visible only to you).
- Click Save.
Add or remove people
The most common way to add or remove people from a tag list is through bulk actions on search results. Search for the contacts you want, select them, and use the bulk action to add or remove them from a list. See Actions — Add to/Remove from list for step-by-step instructions.View list members
Click the number in the Records tagged column to view all contacts in the list. This opens a search results page filtered to show just the list’s members. From the search results, you can apply a layout to see the columns most useful to your work. See Create and save a layout for more on layouts.Search for a list
You can search for a list by typinglist = [name or ID] into the search bar. This returns the contacts who are members of that list.
Edit a tag list
- Click the actions menu (⋯) next to the list name and select Edit.
- Update the name, description, status, or visibility as needed.
- Click Save.
You can only change the visibility of lists you created. If you’re editing a list created by another user, the visibility field shows a message instead of the Shared/Personal options.
Make a tag list inactive
If a list is no longer useful for daily work, you can make it inactive rather than deleting it. Inactive lists are hidden from dropdown menus and navigation, but their members are preserved.- Click the actions menu (⋯) next to the list and select Edit.
- Under Status, select Inactive.
- Click Save.
Transfer a tag list
You can transfer one or more tag lists to another user. The transferred list becomes a personal list owned by that user and disappears from your view.- Select the lists you want to transfer using the checkboxes.
- Click the Transfer tag list button in the toolbar.
- Search for and select the target user.
- Click Transfer.
Delete a tag list
- Click the actions menu (⋯) next to the list name and select Delete.
- Confirm the deletion in the dialog that appears.