Tags Management

Organize entities with a flexible tagging system.

Overview

Tags provide flexible categorization across all major entities:

• Tasks, projects, employees
• Contacts, deals, invoices
• Expenses, income, equipment

Tag Structure

Field	Type	Description
name	string	Tag label
color	string	Hex color code
icon	string	Optional icon
isSystem	bool	System-created tag

Managing Tags

Create Tags

1. Go to Settings → Tags
2. Click Add Tag
3. Enter name and select color
4. Save

Apply Tags

Tags can be applied to any entity:

POST /api/task
{
  "title": "My Task",
  "tags": [
    { "id": "tag-uuid-1" },
    { "id": "tag-uuid-2" }
  ]
}

Filter by Tags

Use tag filters in list views to find tagged entities:

GET /api/task?tags[]=tag-uuid-1&tags[]=tag-uuid-2

Use Cases

Use Case	Tags Example
Priority	Urgent, High, Low
Department	Engineering, Marketing
Client	Client A, Client B
Type	Bug, Feature, Support
Status	Blocked, Needs Review

Related Pages

• Tags & Skills Endpoints — API
• Skills Management — skills system