Create, add and delete tags
Tags are your shortcut to a well-organized case overview. By categorizing your cases with tags (e.g., by department, priority, or customer type), you can quickly filter your dashboard and find exactly what you’re looking for.
How to add tags to a case
Locate the case: Go to Cases and select the case you want to tag.
Open the Info panel: If you don't see the "Tags" section on the right, click the blue info icon in the top menu.
Add tag: Click the "+" icon under Tags.
Type and save: Enter the name of your tag. Want to add several at once? Simply separate them with commas. Click Add to save.
How to remove or delete tags
Remove from a single case: Hover over the tag in the Info panel of the case and click the small "X".
Delete permanently from the system: To remove a tag entirely from all overviews, go to:
Settings → Case Tags.
Locate the tag in the list and click the trash can icon.
Tip: Use tags for filtering
Once you’ve added tags to your cases, use the filter function at the top of your dashboard to view only cases with a specific tag. This gives you an instant overview of, for example, "Urgent" or "Business" cases.
Any questions?
If you need any help or have questions about your settings, you can always reach us via the chat (bottom right) or at support@uniify.io.