> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/account-and-team/tags/how-to-create-and-edit-tags.md). # How to create and edit tags 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. {% hint style="warning" icon="list-check" %} #### Prerequisites You need Admin access at the account level. Tags are managed in **Account settings**, which only Account admins can open. {% endhint %} {% hint style="info" icon="tag" %} Tags are an account-level feature, shared across every workspace. {% endhint %} 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.

The Manage tags page under the Tags tab in Account settings. Several tag categories are listed down the page, each with a colored icon and name on the left, an edit pencil, and its tags shown as colored chips to the right with an Add / edit tags link. — Account settings > Tags

#### 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. {% stepper %} {% step %} **Open the Add tag category modal** Click **+ Add tag category** in the top-right of the **Manage tags** page.

The Add tag category modal. A Tag category section shows an icon swatch, a color swatch, and a Tag category name input. A Tags section below has a + Add tag link. Cancel and Save buttons sit at the bottom. — Add tag category modal

{% endstep %} {% step %} **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. {% endstep %} {% step %} **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. {% endstep %} {% step %} **Save the category** Click **Save**. The category appears on the **Manage tags** page with its tags as chips, ready to apply across the account. {% endstep %} {% endstepper %} 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.

The Add tags modal for a category. Each existing tag is a row with a drag handle, a name field, a uses count, and a delete control. An empty Tag name row sits at the bottom for adding a new tag. Cancel and Save buttons are below. — Add tags modal

*** #### 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.

The edit-category modal. The Tag category section shows the icon swatch, color swatch, and the category name in an editable field, with a trash icon beside it to delete the whole category. A Tags section with a + Add tag link sits below, above Cancel and Save buttons. — Edit-category modal

*** #### How to delete a tag or category {% hint style="danger" %} #### **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. {% endhint %} * **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.

The Delete tag confirmation dialog. The message reads that the tag "L1" is used 1 times, that this will remove it from all applied locations, and asks whether you are sure you want to delete it. Two buttons are shown: No, cancel and Yes, delete. — Delete tag confirmation, in-use tag

#### Related topics

Article	What it covers	Target
How to use tags	Apply tags to journey maps, cards, personas, metrics, and portfolio items, then filter by them.	/pages/jphiiSaFZL5tyD29Kfyt
Access levels and permissions	Why tag management is Admin-only and how account-level access works.	/pages/escpmNlj3DUgMgLSjGAl
How to invite users	Add teammates at the account, workspace, or journey map level and pick their role.	/pages/F1Nzd1jlynqOnRaG0WSM
How to use icon templates	Another account-level customization: build reusable icon sets for journey map cards.	/pages/slsfRG28ukTuwANdbWJw

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