Create, edit & delete tags

Table of Contents

Create tags
- Manually
- Automatically
Edit tags
Delete tags

Tags let you categorize and quickly find accounts, contacts, time entries, documents, and tasks. This article covers creating, editing, and deleting tags.

Note

A firm owner, admin and an employee with access rights to manage tags can create, edit, delete tags, and activate them for TaxDome AI.

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:

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

Go to Templates > Tags from the sidebar menu, click on three dots to the far right of the tag, then select Edit.
Change either the name or the color of a tag, or both.

Tip

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.