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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 SettingsTags.