Create a tag

Make a new tag with a name, colour and category, choose which kinds of records it can be applied to, and set who may see, assign or remove it.

In the sidebar, open Settings, then choose Tags under Records & Fields. The page address is /settings/org/tags. The page title reads Organization Tags.

Tags are labels you stick on records (a VIP customer, a rush work order, a project on hold) so you can spot and filter them anywhere.

Before you start

• Your role needs the tags permission to see the list and permission to create tags to add one. If New tag is missing, ask your admin.

Steps

1. Press New tag. The New tag drawer opens.
2. Type a Name. Under Key, leave it blank to let Nova build one from the name, pick an existing key from the list to reuse it, or type a new one and press Enter.
3. Optionally choose a Category. To create one on the spot, press New category under Category Builder, fill in Category name, an optional Category key, Parent category and Category color, and press Create category.
4. Add a Description, pick a Color and, if you want to control position, a Sort order. Leave Active on.
5. Under Applies To, leave every chip off to allow the tag everywhere, or turn on only the record types it belongs to: Account, Contact, Location, Note, Work Order, Project, Task, Booking, File and so on.
6. Optionally set View Policy, Assign Policy, Remove Policy and Subscribe Policy. Each starts on Inherit (normal permissions); switch one to Custom to name Allow Roles, Deny Roles, Allow Users and Deny Users. A deny always wins.
7. Press Save. Nova shows Tag created., the tag appears in the list, and the drawer switches to the new tag so you can keep editing it.

What you see

• The list shows each tag's Tag, Category, Applies to, Assignments (how many records carry it), Subscriptions and Updated.
• Tag display at the top of the list sets whether tags on records show all the time or only on rollover: Show tags always or Show tags on rollover.
• The search box finds tags by name, key or description; the filters narrow by Applies to, Category, Status and Tag origin (Custom only or System only).

If something looks different

• New tag is missing: your role cannot create tags.
• Save is disabled: Name is empty.
• Create category is disabled: type a Category name first.
• You want to change, subscribe to or remove a tag that already exists: see Edit, subscribe to or delete a tag.

Start a new tag