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Tag and Categorize Requests

How to create tags for requests, assign them for organization, and filter the request list by tags.

Liam Chen
Written by Liam ChenUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to use tags to categorize and organize requests. Tags provide flexible labeling beyond the built-in status and priority fields.

Creating tags

  1. Open any request detail page.
  2. In the Tags field, type a new tag name.
  3. Press Enter to create and assign it.

Tags can also be managed from /settings > Tags.

Screenshot: The Tags field on a request detail page with existing tags and a new tag being entered.

Assigning tags

  1. Open the request detail page.
  2. Click the Tags field.
  3. Select from existing tags or type a new one.
  4. Tags are saved immediately.

A request can have multiple tags.

Common request tags

Filtering by tags

On the request list:

  1. Click the Tags filter.
  2. Select one or more tags.
  3. The list shows only requests with the selected tags.

Tip: Use tags to track the trade or service type of each request. This helps you analyze which types of work generate the most inquiries.

Removing tags

Click the X on any tag in the Tags field to remove it from the request.

Note: Deleting a tag from settings removes it from all requests that had it assigned.

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