Tags (Basic): Create, edit & delete

Tags help you filter your client accounts, contacts, time entries, documents and tasks. They differentiate an item from others and make locating similar ones with the same tag easy. This guide'll break down the essential tasks of creating, editing and deleting tags in TaxDome.

Create tags

There are two main ways to create tags: 

• Manually: By adding them in the portal. 
• Automatically: By enabling TaxDome AI tagging or during the import.

Manually

Here’s how to make a tag:

1. Go to Templates > Tags from the sidebar menu, then click New tag.

2. Select the color for the tag from the drop-down, enter the tag name, then click  Save.

Tags you manually create will be stored in the Your tags and All tabs.

You can also create tags throughout the system where you apply them.

• When applying tags to the account in the client profile, click Create tag.
• When creating accounts, type in the name of the tag you need in the Tags field. If no tags are available, click Create tag. 
• When setting up the conditions or automations inside the pipelines, click Add new tag.

Automatically

There are two cases when tags can be created on their own:

• When you import client accounts and include new tags in your CSV file, these tags are added to your portal automatically along with the import.

• When you allow TaxDome AI to assign tags to client-uploaded documents, it adds all tags supported by TaxDome AI to the AI tags tab of your tag list. These tags are marked with a special icon next to their name.
  

  

Edit tags

Edit tags whenever you want. Here's how:

1. Go to Templates > Tags from the sidebar menu, click on three dots to the far right of the tag, then select Edit.

2. Change either the name or the color of a tag, or both.

Note! It is not recommended to rename AI tags. If renamed, it will be still stored in the AI tags tab of your Tags list, but it wouldn't be automatically assigned to AI-analyzed documents anymore.

Delete tags

If you need to delete some tags, follow these steps:

1. Go to Templates > Tags from the sidebar menu.
2. Click on three dots to the far right of the tag, click Delete, then confirm.

Note! If the AI tag is deleted, it wouldn't be assigned to AI-analyzed documents anymore. However, you can always restore it from the firm settings page.

Who can do this?

A firm owner and admin can create, edit, delete tags, and activate them for TaxDome AI. 

If you’d like an employee to manage tags as well, you’ll need to give them the access rights:

1. Go to  Settings > Team & Plans from the left menu bar, open the Team members tab, then click on the team member’s name in the list.

2. In the  Access rights section, toggle on Manage tags.

3. Click Save. Now the team member will be able to make changes to tags.