The Tag field allows you to quickly categorize records, making it easier to group, sort, filter, and save views. It’s a flexible way to organize data without adding rigid category fields. Members can dynamically add tag values that match descriptors to record content.
Plan Availability | All plan types |
Permissions | Solution Managers: Manage, add, delete, and modify tags in the solutions they oversee. |
Related Reading |
Adding a Tag Field
From Grid View
Click the + menu icon after the last column header or open the Column Menu by clicking a column header's dropdown icon.
Select Add Field to the Right.
Choose Tag and configure the field in the window that appears. Use the search bar for a quick find.
From Record View
Open a Record View.
Click the + sign next to a current field to add a new field below.
Example of adding a Tag field in Record View:
Customizing the Field
Tags are managed by members and configured by Solution Managers. Tags can be:
Private: Available within a single SmartSuite solution.
Public: Available across all solutions in a SmartSuite workspace.
Key Features:
Tags appear as gray pills with a preceding
#in all views and records.Solution Managers can:
Add initial tag values when configuring fields.
Adjust the display order of tag values.
Delete tag values.
Set tags to Private (default) or Public.
Mark the field as required.
🔎 Check out quick articles on Setting Default Field Values and Adding Help Text to fields.
Examples of Use
Private Tags
Use private tags for specific-purpose solutions, such as:
Restaurant Management: Organize tags for menu items or daily specials.
Real Estate Transactions: Categorize properties by status or location.
Public Tags
Use public tags for workflows or processes spanning multiple solutions, such as:
Marketing Solutions: Share tags like "Social Media" or "SEO" across Content Marketing, Marketing Campaigns, and Product Marketing solutions.
Converting Tag Fields
Tag fields can be converted to other field types, such as:
Text fields (Text, Text Area, and SmartDocs).
Single or Multiple Select fields.
Practical Scenarios and Use Cases
Departmental Collaboration
Scenario: The Marketing team needs to track campaign-related tasks across multiple projects.
Solution: Use a Tag field to categorize tasks with tags like "Email Campaigns," "Social Media," or "SEO," ensuring team members can filter and view relevant tasks easily.
Project-Specific Organization
Scenario: A product launch team wants to track related tasks and resources.
Solution: Add a Tag field with tags like "Design," "Development," and "Testing" to group and organize tasks efficiently.
Cross-Functional Workflow
Scenario: A cross-functional team of designers, developers, and marketers collaborates on feature updates.
Solution: Use shared tags such as "UX Design," "Frontend Development," and "Marketing" to synchronize efforts across departments.