Purpose, List, and Search for Tags
Tags help consistently classify records from different modules, and their usage is visible in the general list.
Last updated 20 days ago
Tags and Their Purpose
Tags help you quickly categorize records based on attributes that matter to you, such as Urgent, Important, or Consultation. The same list of tags is used across different Hanna modules; therefore, using standardized names helps the team apply tags consistently to records, projects, and other items.
You can find the tag management list by selecting Settings → Tags. Here, you can search for a tag, view its color and usage count, change its color, or delete a tag that is no longer needed.
New tags are not created in this list; instead, create them directly within the "Tags" field of a specific record.
Tag List, Search, and Usage
When you select Settings → Tags, you will see the columns Tag, Color, Used, and Actions. Enter the full name or a part of it into the search field.
The list displays the most frequently used tags first. The number in the Used column indicates how many times the tag has been assigned to records. This helps assess whether a tag is actively used, though it does not show a breakdown by specific modules or a list of the individual records.
If the list is long, you can adjust the number of displayed rows or use the search function. Check the exact name and usage count before editing or deleting.
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