Service Desk Docs

Tags

Categorise and filter tickets with tags

Tags let you categorise tickets beyond what statuses, priorities, and departments provide. Use them for anything your team needs to track — issue types, product areas, client segments, or recurring themes.

Adding and Removing Tags

In the ticket detail view, click the Tags field to add tags to a ticket.

  • As you type, an autocomplete list shows existing tags from your organisation. Select one to apply it.
  • If no matching tag exists, you can create a new one on the spot by typing the name and confirming.
  • To remove a tag, click the x on the tag chip.

There is no limit on how many tags a ticket can have.

Tag Colours

Each tag is assigned a colour automatically from a deterministic palette based on the tag name. This means the same tag always appears in the same colour across your helpdesk, making it easy to spot patterns at a glance without any manual colour assignment.

Tags on the Ticket List

Tags appear as small colour-coded chips on each ticket row in the list view. To keep the layout clean, a maximum of three tags are shown per ticket. If a ticket has more than three, an overflow indicator (e.g. "+2") shows how many additional tags are applied.

Filtering by Tags

Use the tag filter above the ticket list to narrow results. You can select multiple tags, and the filter uses AND logic — only tickets that have all selected tags are shown. This is useful for drilling down into specific categories.

Managing Tags

Owners and admins can manage tags in Settings > Tags.

  • Rename a tag — the change applies everywhere that tag is used.
  • Delete a tag — it is removed from all tickets. A usage count is shown next to each tag so you can see how widely it is used before deleting.

Contact records also display an aggregated view of tags from their associated tickets. These contact-level tags are read-only — they update automatically as tags are added or removed from the contact's tickets.

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