CC · Core Concepts
Tags & Tag Actions
Organizing your fleet and scoped bulk operations.
5 min read
Tags are coloured labels you attach to hardware, licences and certificates — things like Critical, Compliance, Finance, or VIP. They're freeform, so you define whatever set makes sense for your organisation from Organise → Tags. Once you've tagged items, Tag Actions turns any tag selection into a scoped mini-dashboard: item counts, asset value, a health breakdown, and bulk operations you can run against everything matching. See "Using Tag Actions" in Bulk Actions & Data for the full walkthrough.
- 01
Create a tag
Organise → Tags → Add Tag. Give it a name and a colour — the colour is what shows up as the badge everywhere the tag is used. On the Free plan, Add Tag and the tag list's menus are locked. Read-only seats don't see it.
- 02
Apply it to items
Use the Manage tags button on a hardware, licence or certificate page, or Manage Tags in the list's row menu. You can create a tag on the spot there too: type a new name and choose Create — it gets a random colour you can change later from Organise → Tags, where each tag's ⋯ menu offers Edit (name and colour) and Delete. For many items at once, use Tag Actions: select a tag the items already share, then add or remove any other tag across all of them. Tags apply to those three record types only — People aren't tagged. On the Hardware, Licences and Certificates lists, the Tags filter shows tagged items; with two or more picked, choose Items with any of these tags or all of these tags (the filter chip reads "2 · all" in that mode).