Create and Manage Tags

Last updated: August 28, 2026

Tags are a flexible tool that help housing administrators organize and make sense of the various data in their system. Before creating a tag, you must first create a tag category to associate it with. Learn more about creating tag categories here. This guide explains how to create, edit, archive, and delete tags in the admin portal, enabling efficient management of your data.

 

Create a Tag

Click Tags from the Setup section of the admin portal.

 

The tag overview page provides you quick access to all previously created tags.

 

Click New Tag to begin creating a tag.

 

Tags include key characteristics to align with your process needs.

  • Tag Name: A descriptive name for the tag.
  • Tag Color: The color the tag will display as across the platform.
  • Tag Category: Assign the tag to a category for organization.
  • Tag Visibility: Specify if the tag is public or admin-only. Tags not publicly visible will only show on the admin portal, while publicly visible tags will also show on the resident portal.

  • Applicability: Define the type of entity the tag can be applied to. Tags can only be used with entities in their designated applicability.

After adding the required fields, click Create to save the new tag.

 

Parts of a Tag

Once created, tags are automatically made active. The tag list provides key details about each tag, including:

  • Status: Indicates if the tag is active or depreciated.
  • Visibility: Whether the tag is public or admin-only.
  • Applicability: Where the tag can be applied across profiles/applications, inventory, or tasks.
  • Category: The tag’s assigned tag category.
  • Creation Date: When the tag was created.
  • Management Options: Edit, delete, or archive a tag.


Edit a Tag

Click the edit icon of the tag you want to update.

 

Make the necessary changes to the tag’s details and click Save to update the tag.

 

Archive a Tag

Click the grey x icon to archive the tag.

 

The tag’s status will change from Active to Deprecated. To unarchive a tag, click the grey checkmark icon to reactivate it.

 

Delete a Tag

Click the red x icon to open tag deletion options.

Note: Tags cannot be restored after deletion.

Click Confirm Deletion to finalize the tag deletion.