Overview #

Tags are used to label and categorize data across the platform for quick identification and filtering.

Using tags helps users easily search, filter, and organize information without relying only on categories or hierarchy.

Where to Access Tags #

Go to Settings → Tags.

👉 Tags are managed under the Organization section in Settings.

How to Create a New Tag #

Step 1: Access Tags

Go to Settings → Tags.

Step 2: Create Tag

Click Create

Step 3: Enter Tag Name

Provide a relevant Tag Name

Step 4: Save Tag

Click Save

👉 Use short, clear, and meaningful tag names for better usability.

How to Edit an Existing Tag #

Step 1: Open Tags

Go to Settings → Tags.

Step 2: Select Tag

Choose the tag you want to update.

Step 3: Click Edit

Use the three dots (⋮) menu and select “Edit.”

Step 4: Update Tag Name

Modify the tag name as required.

Step 5: Save Changes

Click Save