> ## Documentation Index
> Fetch the complete documentation index at: https://help.broadstripes.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Tags
> Create, manage, and use tags to manually group contacts for tracking and organizing.
## Overview
Tags let you manually group contacts for any reason -- people who go on break together, key targets for outreach, volunteers who handed out flyers last week, or any other ad-hoc grouping.
Once you create a tag, you can add or remove members, share it with other users, or make it inactive when you're done.
## The tags table
Click **Tags** in the left navigation panel to open the tags page.
The table is an interactive data grid with sortable, filterable columns:
| Column | Description |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Tag name** | The tag name, displayed as a colored badge, with an **actions menu** () for Edit and Delete |
| **Active?** | A toggle switch -- blue means active, gray means inactive |
| **Visibility** | Shared (visible to all users, shown in blue) or Personal (visible only to the owner, shown in green) |
| **Records tagged** | Number of contacts with this tag -- click the number to view them in a new tab |
| **Creator** | The user who created the tag |
| **Owner** | The user who owns a personal tag (blank for shared tags) |
| **Created date/time** | When the tag was created |
The toolbar includes a **New tag** button and a **Transfer tag** button (enabled when you select one or more tags using the checkboxes).
## Create a tag
1. On the tags page, click **New tag**.
2. Fill in the fields in the dialog that opens:
* **Name** -- A descriptive name for the tag.
* **Color** (Optional): Choose a badge color from the preset palette, or switch to the **Custom** tab to enter any hex code. Leave blank to derive the color automatically from the tag name.
* **Description** -- Optional notes about the tag's purpose.
* **Visibility** -- **Shared** (visible to all project users) or **Personal** (visible only to you).
3. Click **Save**.
The new tag appears in the table immediately without a page reload.
## Add or remove people
The most common way to add or remove people from a tag is through bulk actions on search results. Search for the contacts you want, select them, and use the **Add tag** or **Remove tag** bulk action.
See [Actions -- Add/remove tag](/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-list) for step-by-step instructions.
## View tag members
Click the number in the **Records tagged** column to view all contacts with that tag. This opens a search results page filtered to show just the tag's members in a new tab.
From the search results, you can apply a layout to see the columns most useful to your work. See [Create and save a layout](/docs/customize/save-a-layout) for more on layouts.
## Search for a tag
You can search for a tag by typing `tag == "[name]"` into the search bar. This returns the contacts who have that tag. For example, to find everyone tagged "Steward", type `tag == "Steward"`. Quote the name when it contains spaces.
## Edit a tag
1. Click the **actions menu** () next to the tag name and select **Edit**.
2. Update the name, color, description, or visibility as needed in the dialog that opens.
3. Click **Save**.
You can only change the visibility of tags you created. If you're editing a tag created by another user, the visibility section shows a message instead of the Shared/Personal options.
## Make a tag inactive
If a tag is no longer useful for daily work, you can make it inactive rather than deleting it. Inactive tags are hidden from dropdown menus and navigation, but their members are preserved.
Click the toggle in the **Active?** column to switch the tag between Active and Inactive. The toggle updates immediately without leaving the page.
To find inactive tags, use the **Active?** column filter and select **Inactive**. You can reactivate a tag by clicking its toggle again.
## Transfer a tag
You can transfer one or more tags to another user. The transferred tag becomes a personal tag owned by that user.
1. Select the tags you want to transfer using the checkboxes.
2. Click the **Transfer tag** button in the toolbar.
3. Search for and select the target user.
4. Click **Transfer**.
A "Tags are being transferred" notice appears. The transfer runs in the background -- the **Owner** column updates immediately in the table to show the new owner without a page reload.
## Tags in search results
When a layout includes the **Tags (active)** column, each row shows colored badge buttons for every tag that person belongs to, grouped into **Personal tags** and **Shared tags** sections. Tags appear with the most recently assigned first.
### View a tag's details
Click any tag badge to open a **summary card** for that tag. The card shows:
* How many contacts are currently assigned to the tag, with a link to view them in a new tab.
* When the tag was created and by whom, and when it was last used.
* When the tag was applied to this specific contact, and by whom (for assignments made after assigner tracking was introduced).
### Add or remove tags from a contact
Users with edit permission see an **Add/edit tags...** button below the badges in each row. Clicking it opens the tag picker for that contact.
The tag picker groups tags into bands: **Recently used** (your most recently assigned tags), **Selected** (already assigned to this contact), **Personal** (your unassigned personal tags), and **Shared** (unassigned shared tags). Click a row to assign or unassign a tag. Type in the filter field to search by name or create a new tag.
You can also remove a tag by clicking its badge to open the summary card, then clicking **Remove tag**. A confirmation toast with an **Undo** button appears so you can reverse the removal within a few seconds.
### Create a tag from search results
To create a new tag directly from the search results page:
* In the tag picker, type a name that does not match any existing tag and press **Enter**, or click the **Add...** row that appears below your typed text.
* In a badge's summary card, click **New tag** in the top corner.
Both paths open the tag editor where you set the tag's name, color, visibility, and description. After saving, the new tag is automatically assigned to the contact you opened it from.
### Edit a tag from search results
Click any tag badge to open its summary card, then click **Edit tag** (non-readonly users only). This opens the tag editor where you can update the tag's name, color, visibility, or description. Changes apply everywhere the tag appears.
### Expand or collapse badges in a row
If a person belongs to more than 12 lists, the cell shows the first 12 badges and a **+N more** button. Click **+N more** to reveal all badges for that row, then click **Show less** to collapse back.
### Expand or collapse all rows at once
The **Tags (active)** column header includes two icon buttons:
* **Collapse all** — collapses every row to show only the first 12 badges.
* **Expand all** — expands every row to show all badges.
Your choice is saved so it persists when you reload the page. Individual rows can still be toggled independently after setting the column-wide default.
## Tag lists in the Quick view
The **Quick view** panel (opened by clicking the Quick view icon next to a contact's name in search results) includes a **Tags** section showing that contact's tag badges.
Users with edit permission see the **Tags** heading as a clickable button with a pencil icon (). Clicking it opens the full tag picker for that contact (the same picker as the **Add/edit tags...** button in the search results row). Readonly users see the tags but no edit affordances.
Clicking any tag badge in the Quick view opens the same summary card described in [View a tag's details](#view-a-tags-details) above, with the same **Remove tag**, **Edit tag**, and **New tag** actions available for users with edit permission.
## Delete a tag
1. Click the **actions menu** () next to the tag name and select **Delete**.
2. Confirm the deletion in the dialog that appears.
Deleting a tag removes it permanently. The contacts themselves are not deleted, but the tag cannot be recovered.