Manual contents

🏷️ Tags

In 30 seconds

Tags classify Designs and Products; not customers or orders.
They're used to filter lists and to choose what to publish on a marketplace.
A tag can bring others along (Dependencies) when you apply it to a design.
They're created from the picker or in Settings → Operations → Tags; editing and deleting them is up to the Owner and Admins.

Tags are a flexible way to classify and filter your catalogue. You can create as many as your workflow needs.

Tags apply to Designs and Products. They don't apply to customers or orders — to classify orders you have the Kanban statuses, and to group customers you have sales channels.

What are tags for?

Some common examples:

On designs: "Miniatures", "Functional", "Needs supports", "Validated", "High turnover".
On products: "New", "On sale", "Gift", "Customisable", "Seasonal".

They serve two purposes:

Filtering the Designs and Products lists by category in one click.
Choosing what to publish to a marketplace: when publishing to Etsy you can filter products by tag instead of ticking them one by one.

Creating a tag

Go to Settings → Operations → Tags.
Click "New tag".
Type the name and, if you like, tick its Dependencies: other tags that are added automatically every time you apply this one to a design (for example, “Warhammer 40k” can bring “Miniatures” along with it).
Click Create tag.

The tag is now available to assign to designs and products.

You can also create a tag on the fly, without leaving the screen: the tag selector of a design or a product (and the filter in the Designs and Products lists) has a button for creating a new one.

Assigning tags

On designs: open the design record → Tags selector.
On products: open the product record → Tags selector.

You can assign several tags to the same design or product.

From the Designs and Products lists the same selector works as a filter: you pick one or more tags and the list narrows down to whatever carries them.

Editing or deleting tags

From Settings → Operations → Tags you can change the name or the dependencies of an existing tag. If you delete a tag, it's removed from every design and product that had it assigned.

Deleting a heavily used tag can lose you classification information. If you simply want to change what it means, rename it instead.

Who can manage tags?

Action	Read-only	Worker	Admin	Owner
View and filter by tags	✅	✅	✅	✅
Assign tags	❌	✅	✅	✅
Create a tag from the selector	❌	✅	✅	✅
Edit or delete tags (in Settings)	❌	❌	✅	✅

The Settings → Operations → Tags page is only visible to the Owner and Admins; a Worker can create new tags from the selector, but can't edit or delete existing ones.