✨ Features

Tags Management

Organize entities with a flexible tagging system.

Overview

Tags provide flexible categorization across all major entities:

  • Tasks, projects, employees
  • Contacts, deals, invoices
  • Expenses, income, equipment

Tag Structure

FieldTypeDescription
namestringTag label
colorstringHex color code
iconstringOptional icon
isSystemboolSystem-created tag

Managing Tags

Create Tags

  1. Go to Settings → Tags
  2. Click Add Tag
  3. Enter name and select color
  4. Save

Apply Tags

Tags can be applied to any entity:

POST /api/task
{
  "title": "My Task",
  "tags": [
    { "id": "tag-uuid-1" },
    { "id": "tag-uuid-2" }
  ]
}

Filter by Tags

Use tag filters in list views to find tagged entities:

GET /api/task?tags[]=tag-uuid-1&tags[]=tag-uuid-2

Use Cases

Use CaseTags Example
PriorityUrgent, High, Low
DepartmentEngineering, Marketing
ClientClient A, Client B
TypeBug, Feature, Support
StatusBlocked, Needs Review

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