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Adding tags to companies

Tags provided an easy visual cue to your company list, helping streamline your vendor management processes.

Robert Sterling avatar
Written by Robert Sterling
Updated over a week ago

Tags can be added to companies, giving you a quick and easy way to visually categorise companies at a glance. We will cover both creating tags, and applying them to companies.

Creating tags

There are two ways to create tags, either directly from the Companies List, or through the Settings page.

To edit from the Companies List, click + add tag next to the company you want to apply a tag to, then, select + Create new tag.

Type the name of your tag in the Name field, select a colour for that tag, then click Create to finish creating your tag.

To create a tag from the Settings page, first, navigate to Settings using the left navigation bar. Then click the Manage Tags tab.

Select + Create New Tag. Then, type the name of your tag in the Name field, select a colour for that tag, and then click Create to finish creating your tag.

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