Tags

Tags are free-text, colour-coded labels you attach to projects to slice your pipeline however you work: Priority, Needs survey, Roof access tricky, Financing pending. You define the tag set once in Settings, apply tags to individual projects, and filter your project lists and kanban boards by them. A project's tags travel with it from request through offer to installation, so a tag set early stays useful all the way through.

Who this is for

• Admins who create and maintain the tag set.
• Account managers who apply tags to projects and filter by them day to day.

Before you start

• Tags are split into Residential and Commercial sets. A residential tag shows only on residential projects, and a commercial tag only on commercial projects. Maintain each set on its own tab.
• Creating, editing, and archiving tags needs the Admin role. Applying and removing tags on a project needs Editor access to that project.

Create a tag

1. Open Settings and go to Kanban boards > Card configuration.
2. Pick the Residential or Commercial tab, depending on which projects the tag is for.
3. Click to add a new tag.
4. Enter the tag text (up to 25 characters) and pick a colour.
5. Save. The tag is now available to apply to projects in that domain.

Apply a tag to a project

1. Open the request, offer, or installation.
2. Find the Tags control on the project and pick one or more tags from your workspace's set.
3. The tags attach immediately.

Because the request, offer, and installation are the same underlying project, a tag you apply at any stage shows on all of them. Remove a tag the same way, by deselecting it.

Filter your pipeline by tag

1. Open a project list or the kanban board.
2. Open the tag filter and pick the tags you want.
3. Each tag filter chip has three states: include (show projects with this tag), exclude (hide projects with this tag), and off.
4. There's also a Without tags option to surface projects that have no tags at all.

Things to know

• Tags live on projects. You tag a request, offer, or installation. Customer contacts and individual files have their own separate handling.
• A tag follows its project across stages. Tag a request and the same tag is there on the resulting offer and installation.
• Residential and commercial tags are separate. Each workspace keeps two tag sets, one per domain.
• Tags are archived, not deleted. When you retire a tag, you archive it; projects that already carried it keep their history.
• Each tag shows how often it's used, so you can spot tags that have fallen out of use before archiving them.
• Tags stay inside your workspace. They are for your team's own pipeline view and don't show to the property owner.
• A tag labels and filters a project. It doesn't start a workflow on its own.

Need help?

• Step-by-step questions about this flow. Contact your Reonic account manager.
• Feature requests or something missing. Drop a note to your account manager.
• Bug reports. Include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026