Tags

What are tags? In the general sense of the word, a tag is a label that marks information to make it easier to search or segment.

How to create a list of tagsHow to create a list of tags

You can add tags, edit existing ones, and delete outdated ones in several ways: 1. Inside the object card 2. Inside the section 3. In the settings

Adding tags in the settingsAdding tags in the settings

Go to Settings - Directories - Select the section you need - Tag

A new row named New tag appears at the bottom. Place the cursor on it, enter your label name, and select a color.

Adding tags inside a section.Adding tags inside a section.

In the upper table area, click Tags and then the three-dot menu Manage tags

Adding tags in a cardAdding tags in a card

In any card (Client, Task, Document, and so on), below the Note there is a Select tag panel, and next to it there is a three-dot button - Manage tags.

How to assign tagsHow to assign tags

Several options

Assigning tags in the module list.Assigning tags in the module list.

In a module, for example Deals, find the record you need, right-click it, click Assign tag, and select the tag you need from the list.

Assigning tags in the module list.Assigning tags in the module list.

In the Tags column, place the cursor on the record you need and select a tag from the drop-down list

Assigning tags in bulk in the module listAssigning tags in bulk in the module list

Check the boxes for several records, right-click, click Assign tag, and then select the tag you need from the list.

Assigning tags in a cardAssigning tags in a card

In any card (Client, task, document, and so on), below the note there is a tag panel. Click Select tag and set the one you need

Removing assigned tagsRemoving assigned tags

To remove a tag, simply click the "x" inside the outdated tag in the card or in the list

Deleting a tagDeleting a tag

To delete a tag from the tag directory in the corresponding module, click the Trash icon next to the tag you want to delete.

Filter by tagFilter by tag

To filter the list by one or several tags, click Tags at the top and click the ones you are interested in. The system will then show only the records that have the tags included in the filter assigned to them.