Tags help staff identify and organise cases. A tag you add here applies to the selected case only; it does not automatically apply to every case for that client.
Add a tag to a case
In the Case Management sidebar, open Client cases.
Open the relevant client.
Select the client's Cases tab.
Find the case you want to tag.
Select Tags on that case.
Under Toggle tags, select the tag you need.
Check or remove a tag
After you select a tag, its badge appears on the case. This confirms the tag has been added to that case.
To remove a tag you added by mistake, select Tags on the same case and select that tag again.
This guide is for applying existing organisation tags to a case. For creating or managing organisation tags, use the separate organisation tag guide.