Adding a date tag to a macro

Building the macro that sets the date: one action, one tag, and the agent never has to think about it again.

Building the macro that sets the date: one action, one tag, and the agent never has to think about it again.

Create it

1. In Admin Center, open Workspaces, then Agent tools, then Macros.
2. Add a macro and name it for what the agent wants, such as "Follow up tomorrow".
3. Add an action, choose Add tags, and enter the date tag you need, for example due_at_plus_1d.
4. Save it and reload your browser.
5. Open a ticket and apply the macro to check the date lands.

Name it for the outcome

The agent picks from a list of macro names, so "Follow up tomorrow" belongs there and due_at_plus_1d does not. The tag is your business; the name is theirs.

Reload after saving

Not optional the first time. The agent interface caches macros, and without a reload the new one is not there yet, which looks like the app failing when it is the macro missing.

Test before you share it

Apply it to a real ticket and look at the field. A tag with a typo does nothing at all: no error, no date, just a tag sitting on the ticket.

That silence is the usual reason someone reports that the app is broken.

Keep the list short

Tomorrow, next week, in a month covers most of what people need. A macro for every interval produces a list nobody reads to the bottom of.

See also

• Which date tags you can use
• What Macro Date does
• Skipping holidays and non-working days