What are tags?

Explaining what tags are and how they are used

Felix Rusby avatar
Written by Felix Rusby
Updated over a week ago

Tags are a method that can be used to add more information to projects, events and customers in a visually engaging way.

Tags allow you to categorise your projects and interact with them in different ways.

For example, you can filter projects according to their tag allowing you to view similar or related projects quickly and in one place.

A helpful way to think about tags is to think of them as labels. Like labels, tags give information about the interfaces they're attached to.

Creating tags

When you create a tag you will need to input a name (or any combination of letters or numbers) and save the tag. You can then use your saved tag to categorise any project, event, item or customer.

How to create tags

Tags can be added to projects, customers or events.

To create a new tag open the project or event you want to add your tag to.

On a web browser

In the top right corner, you'll see the option to "Add tags".



If you're creating a new tag that hasn't been used before, type the name of the tag you want to create into the box that appears.

Hit enter.

If you're adding a tag you have used previously you can either search for the tag in the box that appears or click in the box a second time. This will bring up a scrollable list of all your available tags.

Via the mobile app

From an open project or event, tap "Add tag".

Tap "+ Add tag".

You will see three available suggested tags.

Begin typing to name and create your tag.

Use your phone's keyboard to confirm

Tap "Done".

Uses for tags

Tags have a few useful functions that can be helpful when organising your work. They can:

  • Trigger Automations.

  • Be used to add projects to specific pipelines.

  • Enable analysis of customer and sales performance.

For more information on what tags are and how they are used watch the video below.

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