Everything in Taggie

A place for every tag. A reason for every name.

Build the structure, write the naming rule once, and keep HighLevel in sync without handing the hard decisions to an algorithm.

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Structure and naming

  • Nested folders to any depth.
  • Tag groups, categories and multi-part tags.
  • Token templates with {folder}, {group}, {category}, {parts}, {cat_num} and {tag_num}.
  • A separate separator for tag parts.
  • Three-level inheritance from workspace to group to category.
  • A live name preview while you type.
  • Rename and collision previews before anything is applied.
  • Per-group display settings for full names and badges.
  • Duplication without silent renaming, plus archives and 30-day trash.

HighLevel

  • One-click OAuth for each workspace.
  • Auto-sync by default, batching a burst of edits into one run.
  • Manual sync per group or across a workspace.
  • Only names that changed are sent.
  • A half-finished sync retries on its own, backs off, and gives up loudly after five attempts.
  • Conflicts wait for a human instead of choosing a winner.
  • Drift badges, folder roll-ups and a Check CRM action for remote changes.
  • Contact counts per tag and group, stamped with when they were taken.
  • Full sync history, expandable to individual operations.
  • Reconnect to the same location without losing existing tag links.

Import and adoption

  • Template-driven parsing with a match count for every pattern.
  • Up to ten ordered patterns, each with its own destination and applied first-match-wins.
  • A per-tag preview of parsed fields and the name Taggie will compute.
  • A visible bucket for names that matched nothing.
  • Separate “exists here” and “exists elsewhere” states.
  • An ungrouped-tags workbench built for accounts with thousands of unclaimed tags.

Team

  • Read-only, edit and admin roles, plus one owner.
  • Email invitations that only work for the address they were sent to.
  • Ownership transfer when responsibility changes.
  • One seven-tab settings dialog that opens over your work, so you do not lose your place.

Records

  • A 90-day activity trail written in sentences and filterable by resource, severity, actor and date.
  • Per-object history on every folder, group, category and tag.
  • CSV and JSON export at workspace, folder-subtree or group scope.
  • Workspace notes in Markdown, kept beside the taxonomy they explain.

Craft

  • Autosave with an ambient saved indicator.
  • A ⌘K command palette across folders, groups, tags and settings.
  • Full keyboard parity for every drag.
  • Light and dark themes.
  • Real focus management and ARIA throughout.
  • A wide, focused three-column workspace built for desktop.

The details stay inspectable

Preview the rule. Open the run.

Taggie keeps both the naming inputs and the sync operations close enough to inspect before or after the change.

Workspace naming template settings with tokens and a live preview
Workspace naming template settings with tokens and a live preview
HighLevel sync history with complete, partial and failed runs and operation details
HighLevel sync history with complete, partial and failed runs and operation details

Taggie is a desktop tool.

It is built for a wide screen and three columns. That is a deliberate design decision, not an oversight.

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Give the flat list a structure.

Your fourteen days start when you create your first workspace, not when you sign up.

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