How to create and edit tags
Build the account-wide tag categories and tags your team uses to organize and filter work across every workspace.
Tags are account-level labels, grouped into categories, that you can apply to journey maps, personas, metrics, portfolio items, and cards. You create and manage them in Account settings > Tags, and every workspace in the account shares the same set.
Each account starts with a default set of categories and tags, so you can edit or delete those starters as well as add your own.
Prerequisites
You need Admin access at the account level. Tags are managed in Account settings, which only Account admins can open.
Tags are an account-level feature, shared across every workspace.
Open Account settings from the account name at the top of the left sidebar, then click the Tags tab. The Manage tags page lists each category with its colored icon, its tags as chips, and an edit pencil.
How to create a tag category and add tags
A tag is name-only and lives inside a category. The category carries the icon and color, and every tag in it inherits both. So you create the category first, then add tags to it.
Open the Add tag category modal
Click + Add tag category in the top-right of the Manage tags page.
Set the icon, color, and name
Click the icon swatch to pick an icon, and the color swatch to pick a color. Type a name in Tag category name. The icon and color you choose here apply to every tag in this category.
Add tags to the category
Click + Add tag and type the tag name. Repeat for each tag you want. Tags take the category's icon and color automatically, so you only enter a name.
Save the category
Click Save. The category appears on the Manage tags page with its tags as chips, ready to apply across the account.
To add more tags to a category later, click Add / edit tags on that category's row. The Add tags modal lists the existing tags, each with a usage count, and an empty row at the bottom where you type a new one. Click Save when you're done.
How to edit a tag or category
You can rename a tag, change a category's icon, color, or name, and reorder both.
Rename a tag - Click Add / edit tags on the category, edit the name in its row, and click Save. Renaming updates the tag everywhere it's applied, and items stay tagged. There's no way to merge two tags into one.
Edit a category - Click the edit pencil on the category's row to change its icon, color, or name. Because tags inherit the category's icon and color, changing those updates every tag in the category.
Reorder - Drag a category by the handle on the left of its row to change the order on the page. Inside the Add tags modal, drag a tag row by its handle to reorder tags within the category.
How to delete a tag or category
Warning: Deleting removes the tag from everywhere it's applied
Deleting a tag strips it from every journey map, persona, metric, portfolio item, and card it's on. Deleting a category deletes every tag inside it. Neither can be undone.
Delete a tag - Click Add / edit tags on the category, then click the delete control on the tag's row.
Delete a category - Click the edit pencil on the category, then click the trash icon next to the name. This deletes the category and all of its tags.
If the tag is in use, a Delete tag confirmation tells you how many places it's applied before you commit. Click Yes, delete to remove it everywhere, or No, cancel to keep it.
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