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Tags & Labels

Flexible tagging system for categorizing and filtering entities across the platform.

Overview​

Tags provide a cross-cutting categorization mechanism. Any entity (tasks, employees, projects, contacts, products, etc.) can be tagged for easy filtering and grouping.

Tag Properties​

PropertyDescription
NameTag display name
ColorVisual color code
DescriptionOptional description
IconOptional icon
Is SystemSystem-defined tag (immutable)
Tag TypeCategory/type of tag

Tag Types​

Tag Types provide a hierarchical categorization:

Example TypeUsed For
SkillsEmployee skills
TechnologyTech stack tags
DepartmentDepartment labels
PriorityCustom priority labels

Using Tags​

Adding Tags​

Tags can be added from any entity's edit view using a searchable tag picker.

Filtering by Tags​

Most list views support filtering by tags — select one or more tags to narrow results.

Tag Management​

Manage organizational tags from Settings → Tags.