Tags

What it is

Tags are flexible labels you can add to needs to track themes, campaigns, or internal workflows.

What you can do

• Create, rename, or deactivate tags
• Use tags to filter needs and reports

How to manage

1. Go to Admin → Settings → Tags
2. Add a tag with a clear, short name
3. Deactivate tags you don’t need anymore

Tips:

• Use tags consistently (agree on names with your team)
• Avoid overlapping tags that mean the same thing

Troubleshooting

• Too many tags? Archive the extras and align on a short list
• Hard to filter? Standardize capitalization and spelling