Tags
The Tags sub-tab manages the labels that users can attach to individual cases from the case detail page, to mark them for follow-up, categorization, or filtering purposes.
Tags apply only to the case definition version you're configuring.
Configuring tags
Expand Admin in the left sidebar
Click Cases under the Configuration section
Click a case definition to open it
Click the Case details tab, then the Tags sub-tab
The list shows every configured tag with its name, key, and color. Drag a row by its handle to reorder tags.
Creating a tag
Click Create tag
Fill in the tag details:
Name
Display name for the tag. The Key is generated from this automatically; click the pencil icon to edit it manually.
Color
Tag color
Click Create
Editing or deleting a tag
Click a row, or use its overflow menu (⋮), to Edit or Delete a tag
Deleting a tag requires confirmation:
Deleting a tag cannot be undone. Cases that had the tag attached lose it.
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