FAQ: What are Tags and how can I use them?

Tags in Zudello are custom labels that you can apply to documents (and potentially other records like Suppliers or Items in the future) to help categorise, organise, and find them more easily.

Think of them like keywords or labels you might use in email or other systems.

How to Use Tags:

1. Applying Tags:

   • Open a document.
   • Click the Tag icon (usually looks like a price tag) in the action menu.
   • Select one or more existing tags from the list, or type to search.
   • Click Save.
   • See Tagging Documents.

2. Creating New Tags:

   • From the tag menu on a document, type the name of your new tag.
   • Click the "Create new tag..." option that appears.
   • (Optional) Choose a colour for the tag.
   • Click Create. The new tag is created and applied to the current document.
   • Administrators can also manage tags globally via Settings > Tags.

3. Removing Tags:

   • Open the tag menu on a document.
   • Click the 'x' next to the tag you want to remove.
   • Click Save.

4. Filtering by Tags:

   • In any list, board, or table view, click the Filter icon.
   • Add a filter condition.
   • Select the field Tags - Tag.
   • Choose the operator (usually Is or Is not).
   • Select the desired tag name from the value dropdown.
   • Apply the filter to see only documents with (or without) that specific tag.

Common Use Cases for Tags:

• Marking documents for follow-up (e.g., "Query Supplier", "End of Month Review").
• Categorising by urgency or priority (e.g., "Urgent Payment").
• Grouping documents related to a specific event or campaign not covered by standard dimensions (e.g., "Conference 2025", "Marketing Campaign X").
• Flagging documents with specific issues (e.g., "Price Discrepancy", "Missing Receipt").
• Temporarily grouping items for a specific user's attention (e.g., "Review for Jane").

Tags provide a flexible way to add custom organisation layers on top of Zudello's standard fields and statuses.