Tags
Tags are free-form labels you attach to matters and tasks. They cut across matter types and workflows, giving you a flexible way to group and find related work — anything from "Mechanical" to "Urgent" to a project code your firm uses.
Why use tags
Matter types, steps and fields give each matter a fixed structure. Tags add a lightweight layer on top that you control. Because a tag can be applied to any matter or task regardless of its type, tags are the natural tool for cross-cutting groupings — a technology area, a client campaign, a review batch — that don't fit neatly into the workflow. Once applied, you can sort and filter by them and build saved views around them.
Editing tags on a matter
Open the Edit Tags action on a matter (from its tag cell in the list, or on the matter itself). A small dialog opens with a Search or create tags… box.
- Apply an existing tag by typing part of its name and selecting it from the list.
- Create a new tag by typing a label that doesn't exist yet — it becomes available to the rest of your organisation once saved.
- Remove a tag using the × beside it.
Click Save to apply your changes, or Cancel to discard them.
Tagging tasks
Tags work on tasks in exactly the same way. A common use is marking work in progress: a WIP tag surfaces as a column in the tasks list, and a saved task view can filter down to just the tagged items so you can focus. See Tasks & WIP for how tags drive task views.
Sorting and filtering by tag
Once your matters and tasks carry tags, you can filter any list down to a single tag, sort by tag, and save the result as a view. This is what turns a tag from a label into an organising tool — a "Trademarks" or "Drafting" shortcut in your sidebar is often just a view filtered by tag. You manage your organisation's tag list under Settings → Tags.