Tags help you categorize and organize records in Statisfy. Apply tags to tasks for quick filtering and identification.
Accessing Tag Management
Navigate to Admin > Settings > Tags. Admin permissions are required to create and manage tags.
Creating a Tag
- Click Create Tag
- Enter the tag details:
- Tag Name — A short, descriptive label (e.g., “Urgent”, “Follow Up”, “Blocked”)
- Color — Select a color for visual identification
- Click Save
Color Coding
Each tag has an assigned color that appears as a colored badge wherever the tag is displayed. Use colors strategically to create a visual system your team can quickly interpret.
Suggested color conventions:
- Red — Urgent or blocked (e.g., “Escalation”, “Blocked”)
- Green — Positive or completed (e.g., “Done”, “Approved”)
- Blue — Informational (e.g., “In Progress”, “Review”)
- Yellow — Attention needed (e.g., “Pending Review”, “Follow Up”)
Tags can be applied to tasks and other supported records:
From a Task:
- Open the task detail page
- Click the Tags field
- Search for and select tags to apply
- Tags are saved automatically
From Meetings:
Tags can also be applied to meetings from the meeting detail view.
To remove a tag from a record:
- Navigate to the record
- Click the x on the tag badge to remove it
From the Admin > Settings > Tags page, you can:
| Action | Description |
|---|
| Edit | Rename a tag or change its color |
| Delete | Remove a tag from the system |
Deleting a tag removes it from all records where it was applied. This action cannot be undone.
- In My Meetings, filter by one or more tags to find specific meetings
- In Task Views, filter tasks by tag
Keep your tag list focused and consistent. Too many tags reduce their usefulness. Establish a tagging convention with your team and document it.
