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Site Tags

Introduction

Site Tags let you organize your sites within the workspace using color-coded labels. Whether you’re managing a handful of projects or sites, tags help you quickly organize and filter your sites right from the dashboard.

This guide will show you how to add Site Tags, manage them within the workspace, and view or filter sites using them.

Add or Manage Site Tags

To add a site tag or access existing tags, you can take the following steps:

  1. Click your profile icon in the top-right corner to open the menu.
  2. Open the Manage Workspace dropdown, then select Site Tags.
Profile menu with Manage Workspace expanded and Site Tags highlighted, between Teams and Custom Issues.
Accessing Site Tags from the Workspace menu.

The Site Tags page gives you an overview of all the tags in your workspace, including their names, colors, and the sites they’re assigned to. From here, you can either manage added tags or create new ones.

Workspace Tags page listing Completed (no sites), In Progress (Discover Venus, Simple Client Dashboard), and Waiting (Simply Schedule Appointments), each with a Manage button, plus an Add a Tag button.
Site Tags options

Adding a Site Tag

From the Site Tags page, click Add a Tag. You’ll see a form with the following fields:

  • Tag Name: Give your tag a name (e.g., “Client A,” “Staging,” “Redesign”)
  • Tag Color: Pick a color so it’s easy to spot on your dashboard
  • Assign to Sites: Choose which sites to assign the tag to

Once everything looks good, click Create Tag. The new tag will show up in your Site Tags list.

New Tag form with an empty Tag Name field, Tag Color swatches, and an Assign to Sites list of three sites, with Cancel and Create Tag buttons.
Adding a New Tag

Managing Site Tags

Click Manage next to any tag to update its details. You can change the same details you set when creating the tag, such as Name, Tag Color, and Assigned Sites, then click Update to save your changes.

If a tag is no longer needed, click Delete on the same page. Removing a tag just unlinks it from the sites. It won’t delete the sites themselves.

Editing Tag In Progress form with the name In Progress, the yellow color selected, Discover Venus and Simple Client Dashboard checked, and Delete, Cancel, and Update buttons.
Editing a Site Tag

Adding Tags from the Site Dashboard

You can also tag a single site without leaving it:

  1. From the Main Dashboard, click your site’s name to open its Site Dashboard.
  2. Below the site URL, click Add Tag +.
  3. Check the tags you want to add to this site. Each tag is added right away, with no need to save. To create a new tag or edit existing ones, click Manage Tags.

    Site Dashboard header for Simple Client Dashboard with the Add Tag menu open, listing Completed, In Progress (checked), and Waiting, and a Manage Tags link.
    Adding tags from the Site Dashboard.

The site’s tags appear below its URL. To remove a tag from the site, click the × on the tag. It’s removed right away.

Viewing and Filtering Site Tags

After you’ve tagged your sites, the tags appear as colored labels below each site’s URL on the Main Dashboard, as well as on each Site Dashboard.

Main Dashboard site list showing Discover Venus and Simple Client Dashboard tagged In Progress, and Simply Schedule Appointments tagged Waiting.
Site Tags appearing on the Main Dashboard.

To see only the sites with a certain tag, use the Tag dropdown at the top of the Main Dashboard, next to Search Sites and Team, and choose a tag. Choose All to see every site again.

Main Dashboard filters with the Tag dropdown open, showing All, Completed, In Progress, and Waiting.
Site Tag filter options

Still stuck?

File a support ticket with our five-star support team to get more help.

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