How to Manage Tags
Tags let you categorize clients in flexible, meaningful ways, such as by type, status, practice area, or any other category that fits how your organization works.
Tags are organization-wide labels used to group and filter clients. They’re managed centrally and can be applied to any client record.
Table of Contents
Understanding Tags
Tags are organization-wide labels used to group and filter clients. They’re managed centrally, available to all team members, and can be applied to any client record.
Common examples include client type, status, practice area, or source. Using consistent tags helps everyone organize clients in the same way.
Creating Tags
Tags can be managed by the Owner and Admins.
To create a new tag:
- Go to Account Settings
- Open the Organization tab
- Find the Tags section
- Add a new tag and enter its name
- Click Create Tag
Keep tag names short, clear, and consistent. Avoid creating duplicates or overly similar tags, and think about how they’ll be used for filtering later.
Editing Tags
You can update an existing tag at any time:
- Go to the Tags section in the Organization tab
- Select the tag you want to edit, then click the pencil icon
- Update the name or color
- Save your changes
Edits apply immediately and affect all clients that already use the tag.
Deleting Tags
If a tag is no longer needed, you can delete it from the Organization tab by clicking the trashcan icon.
Deleting a tag removes it from all clients and cannot be undone. If the information is still useful, consider renaming the tag instead.
For questions, contact us at support@getnotehouse.com.