Categories & Tags

Overview

Categories and tags help you organize and filter records across Core. Use categories for primary classification (like "Hardware" or "Software") and tags for flexible labeling (like "urgent", "recurring", or vendor names).

Categories vs Tags

Managing categories

Creating a category

1. Navigate to Settings > Categories
2. Click New Category
3. Enter the category name
4. Optionally select a parent category (for sub-categories)
5. Click Save

Editing categories

1. Navigate to Settings > Categories
2. Find the category you want to edit
3. Click the edit icon
4. Make your changes
5. Click Save

Deleting categories

1. Navigate to Settings > Categories
2. Find the category to delete
3. Click the delete icon
4. Confirm the deletion

Records assigned to a deleted category will have their category cleared.

Managing tags

Creating tags

Tags can be created in two ways:

From Settings:

1. Navigate to Settings > Tags
2. Click New Tag
3. Enter the tag name
4. Optionally choose a color
5. Click Save

Inline while editing a record:

1. Open any record that supports tags
2. Click the tags field
3. Type a new tag name
4. Press Enter to create and apply it

Tag colors

Tags can have colors to make them visually distinct:

• Use colors to group related tags
• Consistent colors help with quick visual scanning
• Colors are optional but recommended for frequently-used tags

Using categories and tags

Assigning to records

When creating or editing a ticket, asset, or other record:

1. Find the Category dropdown and select the appropriate category
2. Find the Tags field and select or type tags
3. Save the record

Filtering by category or tag

On list views (Tickets, Assets, etc.):

1. Look for the filter controls
2. Select a category or tags to filter by
3. The list updates to show only matching records

Searching with tags

Use tags in searches to quickly find related records. For example, filtering tickets by a "recurring" tag helps identify patterns.

Common category structures

For tickets

• Hardware (sub: Laptop, Desktop, Printer, Network)
• Software (sub: Installation, Bug, Feature Request)
• Account (sub: Password Reset, Access Request)
• General (sub: Question, Other)

For assets

• Computer (sub: Laptop, Desktop, Server)
• Peripheral (sub: Monitor, Keyboard, Mouse)
• Network (sub: Router, Switch, Access Point)
• Mobile (sub: Phone, Tablet)

Best practices

• Keep categories broad - Use tags for specifics
• Limit category depth - Two levels is usually enough
• Use consistent naming - Establish conventions early
• Review periodically - Archive unused categories and tags
• Train your team - Ensure everyone understands when to use what

See also

• Tickets - Categorize support tickets
• Asset Management - Categorize assets