How to Automatically Tag Items in monday.com

Tagging incoming requests as they arrive makes your monday.com board easier to filter and sort. On monday.com, tags live in a Tags column, so Hipporello tags an item by setting that column. This guide shows how to do it with an automation rule.

Before You Start

• Your board needs a Tags column. If it doesn't have one yet, add it in monday.com first, then come back to Hipporello to select it.

Step-by-Step Guide

1. Create a New Automation Rule

• In the Hipporello admin panel, open the form you want to edit.

• Go to the Automation section in the top menu.

• Add a new rule.

2. Configure Your Trigger (WHEN)

• Pick the trigger from the WHEN menu. To tag every new request from this form, choose Monday item is created.

• (Optional) Add a condition or a delay if the tag should only apply to some requests, or a little later.

3. Set Up the Action (THEN)

• In the THEN menu, select Update Monday item.

• Click Add other fields and choose your board's Tags column from the list.

• Select the tag (or tags) the rule should set on the item.

The same action can set other columns in one go, so you can tag the item and set its status in a single rule.

4. Publish and Test

• Publish the form.

• Open the live version and submit it the way a requester would.

5. Review the Result in monday.com

• Head over to the monday.com board connected to the form.

• Find the new item in its group and check that the Tags column shows the tag you picked.

Tagging at Creation Instead

If every submission of a form should carry the same tag, you can skip the rule and set it when the item is created. Open Submit Actions and add the Tags column under Update Monday Item Details and Columns. The steps are in How to Map Form Data to monday.com Columns.