To manage tags, you need access to the Administration area in Cinode.
Tags in Cinode help you organise and categorise information consistently across the platform. You can use tags to label Customers, Customer Contacts, Projects, Employees, and Subcontractors. Once created, tags can be searched for, used as filters in list views, and included in reports, making it easier to find and analyse data.
Tags are managed centrally from the Administration area, ensuring consistent usage across your organisation.
Manage tags in Administration
You manage all tags from the Tags tab in Administration. From here, you can create new tags, review existing ones, and merge tags when needed.
Add a new tag
Creating clear and consistent tags helps ensure they are easy to reuse and understand across the organisation.
Go to Administration > process and open the Tags tab.
Click the + button.
Enter a name for the tag.
Save the tag.
The tag will now be available to all users when adding tags to supported objects in Cinode.
Merge tags
Merging tags is useful if multiple tags have been created with similar or overlapping meanings. When you merge tags, all selected tags are combined into one.
Go to Administration → Process.
Open the Tags tab.
Select two or more tags that you want to merge.
Click Merge.
Choose the destination tag name.
Rename tag
Rename a tag and set a new name for the tag under administration > process > tags
Go to the "three-dot icon" and select Rename.
Type in the new name and click 'Save'
Remove tag
Remove a tag by going to the "three-dot" icon and clicking on 'Remove'.
The tag will be removed from Cinode, both the list of tags and from all objects where the tag was used.
