Organisation tags help you group and find related work. They can be used on clients, cases, and lists, and are available to everyone in your organisation.
Create a new organisation tag
Open a client and the relevant case.
Select Tags.
Select Manage tags.
In Organisation tags, enter a clear name in New tag name.
Choose a colour/style for the tag.
Select Add.
The new tag is now available throughout your organisation for use on clients, cases, and lists.
Delete an organisation tag
Open Manage tags using the steps above.
Find the tag you no longer need and select its delete control.
Review the confirmation, Delete this organisation tag?
Select Delete tag to permanently remove it, or select Cancel to keep it.
Important: Deleting a tag removes it from every client, case, and list in your organisation. This cannot be undone.