How to Organize Your Templates in Dubsado 3.0
Hello there, darling! Welcome to Le Blog. This space is dedicated to answering common questions about your CRM, aka, your client relationship manager. My name is Chloe, and I’m a client experience strategist. This essentially means I make your clients adore working with you by creating personal, automated systems that cover every touch point and organize the back-end of your business so it’s easy and efficient.
Okay, now that we’ve got introductions out of the way, I want to dive right in. Today, we’re talking about how to organize workflows in Dubsado 3.0. Because workflows are kinda the most important part of your CRM. These automations introduce your client into every stage of working with you and keep your business running smoothly while you focus on planning incredible trips, photographing weddings, or whatever wonderful thing you do.
Exciting Updates to Dubsado 3.0
Okay, I have actual good news for you. If you’re a current Dubsado user, you’re likely familiar with Dubsado 3.0, the newest version of our favorite CRM software. (If this is news to you, read this blog which gives you the cliff notes on everything that’s changing). And if you’re familiar with Dubsado 3.0, you may have run into some frustrating challenges.
In old Dubsado, which they’re calling “Legacy 2.0,” you could manually sort your templates, including your workflow and package templates. Dubsado 3.0 removed that feature entirely. So now, there’s no way to manually sort your templates and everything is simply alphabetical, which leaves a lot of people scrambling for ways to stay organized. A previous client reached out to me about her struggle with Dubsado 3.0. She loves many of the changes, but asked, “Is there a new “hack” for organizing your flows in 3.0? They are not as cute and organized anymore 🥴”
And darling, I can finally say yes. Dubsado just announced a new feature that I’d actually argue is better than 2.0’s manual sort feature. It’s called Tags & Archiving, and you can start using it April 23, 2026.
Introducing Template Tags & Archiving (Your New Best Friend)
Template Tags are custom, color-coded labels you can apply across your entire CRM. Use them on packages, forms, workflows, schedulers, and scheduler groups.
This might not sound super exciting, but trust me, the implications are everything. With these color coded tags, you also get smart matching. When you add a template to a new project, you can add a tag. If the tag on the template matches the tag on the project, the scheduler workflow, form, or package that you’re looking for automatically floats to the top of the selection list.
Sounds complicated, I know, but look at it this way:
If a project is tagged “Wedding Photography,” when you go to implement a workflow, all of your wedding photography-tagged templates surface first. No more scrolling through templates to find the right one! Nope, they’re already organized, and already ready for you to select. Plus, you can filter your entire template library by tag and search by the name of the tag! All of this saves time, energy, and stress, while making it 10x easier to stay organized.
How to Set Up Tags
This is easy, I promise.
- Go to any template list (Packages, forms, flows, etc.)
- Click “Add Tags” on any template card. (If tags already exist on it, click the tag icon instead)
- In the popup that appears, select an existing tag or create a new one by typing a new name and hitting “Create.” Then you can click out to close, because it saves automatically.
That’s it. No complicated setup, no system to build first.
Something to Keep In Mind
Tags on templates and tags on projects are two separate things. You must create a “Wedding” tag on your templates AND a “Wedding” tag on your projects, and Dubsado will recognize that they match. But adding a tag to a template doesn’t automatically tag a project, and vice versa. Follow the process below to add tags, and watch Dubsado work its magic!
Where to Start
If reading this feels more overwhelming than exciting—I get it. This is a great feature, but it will take time to learn! That’s why I’ve created a Priority Guide to help you implement these changes easily and quickly, based on whatever time you have in your schedule.
⏱ If you have 5 minutes → Tag your packages
Packages are the #1 most universally used template type in Dubsado. I guarantee you use them, and tagging them will have the most immediate impact. If you have time for nothing else, tag your packages.
⏱ If you have 20 minutes → Tag your packages, schedulers + forms
Schedulers are often the first touchpoint in a client journey, and forms (questionnaires, contracts, and proposals) are used constantly. Tagging these means your most-used templates start surfacing smarter (aka, faster) when you’re building out projects.
⏱ If you have 45 minutes → Tag your packages, schedulers, forms, + flows (workflows)
A lot of people haven’t set up workflows in Dubsado yet — so if that’s you, it’s completely okay. But if you are using them, this is a great time to get them tagged. If you’re not there yet, no pressure — come back to this one later.
Bonus tip for anyone with a cluttered library: use this as an excuse to archive form templates you haven’t touched in 6+ months. Start fresh.
Done-For-You CRM Organization
Listen, Darling – I get that none of this sounds simple. Understanding it is one thing; actually sitting down and implementing it is another thing entirely. And if “reorganize my Dubsado templates” has been on your to-do list since you first heard about 3.0… you’re in very good company.
This is exactly why I do what I do. I design fully custom CRM builds for creative businesses who know their systems need work but have approximately zero hours to spare figuring it out themselves. Because your time, honestly, is better spent photographing weddings, planning incredible trips, or doing whatever wonderful thing you do.
If you’re curious about what a done-for-you build actually looks like, my Dubsado Set Up Services are a good place to start. And if you want to talk through whether it’s the right fit, fill out my calling card and we’ll find a time to chat.
