Tags
Tags are colored labels that can be assigned to various objects in the system. They make categorization, filtering, and quick retrieval of related items easier.
Where Can You Use Tags?
Tags are available in the following modules:
- Tasks — marking tasks by work type, project, informal priority
- VoIP Calls — categorizing phone conversations
- CRM Clients — client segmentation (e.g., industry, size, region)
- Emails — labeling messages (e.g., urgent, needs reply, newsletter)
- Helpdesk Tickets — categorizing inquiries (e.g., outage, complaint, question). Details: Tags in Tickets
Managing Tags
Tags are managed in one place: Organize → Tags (/organize/tags).
Each tag has:
- Name — unique within the account (automatically lowercase)
- Color — displayed as the label background on lists and detail views
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Availability — you can choose which modules the tag is visible in:
- Use everywhere — tag available in all modules
- Or selected modules: tasks, calls, clients, emails, tickets
Adding Tags to Objects
Tags can be added:
- On the form for creating/editing (e.g., new task, editing a ticket) — multi-select field with search
- Inline on the view (e.g., task detail) — + button with tag selector
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Via API —
tag_namesparameter with an array of tag names
When typing a tag name that doesn’t exist, the system automatically creates a new tag (if the user has tag editing permissions).
Filtering by Tags
In advanced search (tasks, tickets), a Tags filter is available. Clicking a tag on the list also filters results — showing only objects with that tag.
Tag Visibility
Tags display as colored labels:
- On lists — below the object title (e.g., below task or ticket title)
- On detail view — in the information section
- In search — as active filters (chips)
Merging Tags
If duplicate tags were created (e.g., “bug” and “bugs”), they can be merged — all associations will be transferred to one tag and the other will be deleted.
Access from Module Settings
A link to tags is also available from individual module settings, e.g.:
- Helpdesk → Settings → Tags link (filters tags used in tickets)