How to Use Tags

Introduction

Tags in Easy8 are simple, user-friendly labels that can be added to tasks, CRM cases, and knowledge posts. They help categorize and find items more easily. This guide explains how to activate, add, and manage tags throughout the system.

Target Audience

• Administrator

Prerequisites

To use tags:

• You must have permission to edit tasks, CRM cases, or knowledge posts.
• The “Tags” standard field must be enabled in the tracker settings for tasks.

To enable tags for a task tracker:

Administration → Trackers → [Select Tracker] → Check “Tags” in Standard Fields

How to Use Tags

Step 1: Add Tags to an Item

Tags can be added to:

• Tasks
• CRM Cases
• Knowledge Posts

1. Open the task, CRM item, or knowledge post.
2. In the right sidebar, find the Tags section.
3. Click the icon next to the label to expand the tag input field.
4. Type a keyword:
   • Select from the list of existing tags, or
   • Create a new tag by entering custom text and pressing Enter
5. The tag will appear below the input field.
6. Click Save to apply the changes.

Step 2: View and Manage All Tags

To access the tag overview page:

https://yourdomain.easyredmine.com/easy_tags

Example:

https://company.easyredmine.com/easy_tags

Here, you can:

• See a list of all tags used in the system
• View how many items are tagged under each
• Click a tag to see the associated items
• Remove a tag entirely from the system

Step 3: Remove Tags from an Item

1. Click the Trash icon beside the tag name
2. Click Save to confirm the change

Important Notes

• Tags are public system-wide. Any created tag is visible across the application.
• Tags are not suitable for sensitive data.
• Once a tag is created, it will be available for reuse by all users.

Conclusion

Tags offer a quick and consistent way to organize and filter information in Easy8. While lightweight and easy to use, keep in mind that they are shared globally and not suited for private or confidential use.

Related Topics and Further Reading

• Trackers and Custom Fields Configuration
• CRM Case Management
• Easy8 Knowledge Base Features
• Easy8 Tag System Overview