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Creating Tags

Learn how to create new tags for your farm, for improved search ability and user experience.

Written by Matt Gilbert

Updated at January 6th, 2026

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Table of Contents

Steps to Add a New Tag - Mobile Steps to Add a New Tag - Desktop Best Practices

Learn how to create new tags for your farm, for improved search ability and user experience. Tags are used to categorise and organise your records timeline.

 

Steps to Add a New Tag - Mobile

  1. Select ‘more’ in the bottom right hand corner of your screen.
  2. Select ‘settings’.
  3. Navigate to the tags section
  4. Under a tag category, select "Add New Tag"
  5. Enter a descriptive name for your tag
  6. Choose between a Public and Restricted tag.
  7. Save your new tag.
  8. Your new tag is now ready to use.

 

 

 

Steps to Add a New Tag - Desktop

  1. Select ‘settings’ in the top right hand corner of your screen 
  2. Navigate to the tags section
  3. Under a tag category, select "Add New Tag"
  4. Enter a descriptive name for your tag
  5. Choose between a Public and Restricted tag.
  6. Save your new tag.
  7. Your new tag is now ready to use.

 

 

 

Best Practices

  • Use clear, concise tag names.
  • Avoid duplicate tags.
  • Consider creating a consistent tagging strategy.
  • Public tags can be viewed by all farm users.
  • Restricted (private) tags can only be seen by select users (with manage permissions).
categorizing labeling

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Related Articles

  • Creating Tag Categories
  • Editing Tags
  • Deleting Tags
  • Public vs Restricted Tags
  • Match All Tags vs Match Any Tag

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