17hats Tips for Creative Entrepreneurs
Whether you're brand new to 17hats or you've been building and rebuilding your setup for months, you're in the right place.
These tutorials and guides cover the parts of 17hats that trip people up the most: from understanding how tags and workflows connect to getting your automations actually running the way they should.
Start with whatever feels most relevant to where you are right now.
Watch Some 17hats Tutorials
Learn how to use 17hats smarter with quick, actionable videos that walk you through features and time‑saving tips, such as starting different workflows from the same lead capture form, a pipeline intro and why email types are important.
Interactive 17hats Guide: Understanding Tags
If you've been using 17hats for a while and tags still feel a little murky... you're not alone. Most people know tags exist but aren't sure what they're actually supposed to do, or why their tag list looks like chaos after a year of using the system.
This guide walks you through exactly how 17hats tags work: the difference between project tags and contact tags, the two jobs a tag can do (automation vs. search and organization) and how the newest tag feature (the ability to start and stop workflows with a project tag) changes what's possible for your client communication.
Work through the interactive guide below to learn the framework and test your understanding. It takes about five minutes and is free to use.
Want Even More 17hats Shortcuts?
These resources help you take your system to the next level—without the overwhelm.
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