Skip to main content
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

  1. Click Create Tag
  2. Enter the tag details:
    • Tag Name — A short, descriptive label (e.g., “Urgent”, “Follow Up”, “Blocked”)
    • Color — Select a color for visual identification
  3. 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”)

​
Applying Tags

Tags can be applied to tasks and other supported records: From a Task:
  1. Open the task detail page
  2. Click the Tags field
  3. Search for and select tags to apply
  4. Tags are saved automatically
From Meetings: Tags can also be applied to meetings from the meeting detail view.

​
Removing Tags

To remove a tag from a record:
  1. Navigate to the record
  2. Click the x on the tag badge to remove it

​
Managing Tags

From the Admin > Settings > Tags page, you can:
Deleting a tag removes it from all records where it was applied. This action cannot be undone.

​
Filtering by Tags

Tags integrate with the filtering system:
  • 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.