Guides

How to use: Access tag management by selecting "Tags" from the WORKSPACE section in the settings sidebar. Browse tag categories in the left panel organized by section: CORE TAGS (Workspace, Customer, Company, Product & Service), FRONTLINE TAGS (Inbox, Ticket, Form), OPERATION TAGS (Task, Project), and SALES TAGS. Click on any tag category to view and manage tags within that group—each category organizes tags for specific parts of your system. Add new tag groups by clicking "Add Group" to create custom categories beyond the default ones. Create individual tags within a category by clicking the "+ Add Tag" button—enter tag name, choose a color, and optionally add a description. Select tag colors that create visual distinction in your system—use consistent color coding across related tags. Write clear, descriptive tag names that team members will understand and use consistently. Add tag descriptions to explain when and how each tag should be used—helps maintain tagging consistency across the team. Organize related tags together in appropriate categories—keep customer tags separate from product tags for easier management. Edit existing tags by clicking on them and updating the name, color, or description as needed. Delete unused tags by selecting them and removing—clean up your tag library periodically to avoid clutter. Create tag hierarchies if your system supports parent-child relationships—useful for nested categorizations like location hierarchies. Use tags consistently across your team by documenting tagging guidelines and training staff on proper usage.