Tags

Tags are short labels you attach to matters, tasks and contacts so you can group, sort and filter them. The Tags tab is where you define the shared lists of tags your firm can choose from.

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The three tag lists

Tags are kept in three separate vocabularies, so the labels you use for matters don't clutter the ones for tasks or contacts:

• Matter Tags — for categorising matters (for example, Mechanical, Urgent, Key Client).
• Task Tags — for categorising tasks (for example, WIP, Awaiting Client).
• Contact Tags — for categorising people and organisations in your address book.

These lists apply to your whole organisation, so everyone tags records from the same agreed set.

Adding and removing tags

Each list is a set of chips. Type a tag name into the field and press Enter to add it; click the × on a chip to remove it. When you're done, click Save Changes.

Creating tags on the fly

You don't have to define every tag here first. When you're tagging a matter, task or contact, you can type a new tag inline and it will be created on the spot. This settings page is simply the central place to curate the full list — pre-load the tags your firm expects to use, and tidy up any one-off tags that crept in.

For how tags are applied and used to filter your caseload, see Tags.