Tags

Tags can be attached to records that implement tagging in the UI (customers, work orders, and others as shown). Create/manage in Settings → Tags (/app/w/{slug}/settings/tags) or on the record. Permission tags.manage.

Use them to filter lists. They are not permissions, not capabilities, and not a substitute for work-order types.

Steps

1. Settings → Tags → create a tag (name / color as the UI allows).
2. Open a supported record → attach the tag.
3. Filter the list by that tag.

If it fails

• Tag missing on a record type → that entity does not implement tagging in V1.
• Filter empty → you tagged a different workspace, or the list filter is not that tag.
• Native Field may not expose every office tag as a technician control.

Related: Custom fields · Settings.