User Menu — Tags
What it does
Section titled “What it does”The Tags section lets you create and manage color-coded labels to organize and classify your events. Tags appear in the events list and can be used to filter events by category, status, or any custom grouping you define.
Requirements
Section titled “Requirements”| Requirement | Details |
|---|---|
| Role | Admin or Agency (company-level administrator) |
How to access
Section titled “How to access”User dropdown (top-right) → Tags
Tags page
Section titled “Tags page”
Tags table
Section titled “Tags table”| Column | Description |
|---|---|
| Name | Tag display name |
| Color | Color swatch and hex code (e.g., #808080) |
| Actions | Save and Delete buttons for each tag |
Actions
Section titled “Actions”| Action | Description |
|---|---|
| Create new tag | Opens an inline form to add a new tag with a name and color |
| Create | Confirm creation of the new tag (appears in the inline form) |
| Save | Save changes to an existing tag’s name or color |
| Delete | Remove the tag permanently |
| Cancel | Cancel the current create/edit operation |
Behavior and rules
Section titled “Behavior and rules”- Tags are managed inline — there is no separate create/edit page. The table itself serves as the editor.
- Each tag has a name and a color. The color is displayed as a small color swatch next to the hex code.
- Tags are company-scoped: each company manages its own set of tags.
- Once created, assign tags to events from the Events list. In the events list, use the “Tags” filter to filter events by their assigned tags.