Tags
Tags are free-form labels you attach to matters, tasks and contacts. 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.
Tagging contacts, and mailing them as a group
Contacts take tags too, and a tag on a contact does one extra thing: it doubles as a mailing group.
Tag everyone who belongs on a distribution list — Trustees, Newsletter, a client's whole team — using the tag cell on the Contacts list. Then, when composing an email, type the tag name into To, Cc or Bcc. The group appears above the individual people, with a count of how many of its members have an email address, and choosing it drops every one of them into the field as a separate recipient.
Because they arrive as individual recipients you can see exactly who is on the email and remove anyone before sending. See Communications.
Sorting and filtering by tag
Once your matters, tasks and contacts 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.