> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags

> Create, color-code, and manage tags for organizing tasks and other records.

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:

| Action     | Description                      |
| ---------- | -------------------------------- |
| **Edit**   | Rename a tag or change its color |
| **Delete** | Remove a tag from the system     |

<Warning>
  Deleting a tag removes it from all records where it was applied. This action cannot be undone.
</Warning>

### 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

<Tip>
  Keep your tag list focused and consistent. Too many tags reduce their usefulness. Establish a tagging convention with your team and document it.
</Tip>