Tags are flexible labels you attach to reminders for cross-cutting categorisation and filtering — a reminder can carry many. The Tags page in Manage is master-user only (Owner or Privileged Administrator). Tags can be created two ways: centrally on the Tags page, or on the fly by typing a new tag name when adding tags to a reminder. Deleting a tag from the Tags page removes it from the suggestion list but doesn't block based on items currently using it.

Before you start

  • The Tags page (Manage → Tags) is master-user only. Editors don't see this page.
  • Editors can still add and apply tags on individual reminders (typing new tags on the fly), as long as their general reminder permissions allow editing items.

Create a tag

Centrally (master users):

  1. Go to Manage → Tags.
  2. Click + New.
  3. Enter the tag name.
  4. Save.

On the fly (anyone with reminder edit access):

  1. Open a reminder.
  2. In the Add Tags field, type a new tag name.
  3. Save the reminder.

Newly typed tags are added to the tag suggestion list so the next person can find and reuse them. This means the tag list grows organically as your team works — make sure your team agrees on naming conventions or the list gets messy.

Edit a tag

(Master users on the Tags page.)

  1. Go to Manage → Tags.
  2. Open the tag and update its name.
  3. Save.

Delete a tag

(Master users on the Tags page.)

  1. Open the tag's ⋯ menu → Delete.
  2. Confirm.

Delete behavior: the tag is removed from the saved tag list (the suggestion list). The delete proceeds even if reminders are currently using the tag — there's no block-when-in-use behavior like Document Types.

Bulk-apply a tag

To apply a tag to many items at once, use Explorer's bulk action: filter Explorer to the right set, select them, and apply the tag. See Bulk edit reminders.

What happens next

  • Tags become available in Explorer's filter mechanisms via search (custom fields and tags are matched by the search bar — see Filter, search, and sort).
  • New tags created on a reminder are added to the suggestion list automatically.
  • Deletions remove the tag from the saved list immediately.

Edge cases & gotchas

  • Master-user only for the Tags page. Editors can't manage the central tag list, even with reminder edit permissions. They can still add tags on the fly via the reminder form.
  • Tag deletion isn't blocked by usage. Unlike Document Types (which block delete when items reference them), the Tags page allows deletion regardless of usage.
  • Tags vs Folders. A reminder lives in one folder; it can have many tags. Use tags for cross-cutting groupings — quarterly priorities, statuses, themes — that cut across your folder structure.
  • Tags vs Custom Fields. Tags are labels for filtering; custom fields store values (Bank = Mashreq). Use the right one for the job. See Add custom fields and tags.
  • Tags are workspace-scoped. Tags in one company aren't visible in another.

Related questions

  • How do I create a tag? Master users: Manage → Tags → + New → name → save. Or anyone with reminder edit access: type a new tag into the Add Tags field on a reminder — it'll be saved into the suggestion list automatically.
  • Can my Editor users create tags? They can add and apply tags on reminders, but they can't manage the central Tags page — that's master-user only.
  • Does deleting a tag block if reminders are using it? No — unlike Document Types, tag deletion proceeds regardless of current usage.
  • Can a reminder have multiple tags? Yes — many.
  • What's the difference between a tag and a custom field? A tag is a label for filtering; a custom field stores a value.

Related articles

Folders vs Tags vs Departments vs Document Types · Add custom fields and tags · Bulk edit reminders · Filter, search, and sort in Explorer