Understanding and manage tags

TL;DR / Overview

Tags are simple but powerful labels you can apply to nearly everything in Nilead — from products and blog posts to contacts and support tickets. Once tagged, related items can be grouped and filtered easily, giving you faster access and better organization.

Prerequisites

• Access to any Nilead module (CMS, CRM, Tasks, etc.)

• User role with permission to edit or manage content

• Optional: Admin access to manage tag styling

Walkthrough

What Are Tags?

A tag is a short label (like vip, holiday-2024, or w:layout) that helps group and identify similar items.

Tags can be applied to:

• Contacts (e.g., lead, newsletter)

• Products (e.g., on-sale, limited-edition)

• Content (e.g., blog, press-release)

• Tickets & Tasks (e.g., urgent, bug, feature-request)

You can filter, search, and sort entities based on tags — making it much easier to manage large volumes of content or customer data.

How to Add Tags

Method 1: Via CMS (Central Tag Management)

1. Open CMS → Tags from the Quick Menu or sidebar.

2. Click Add Tag.

3. Enter a tag name (e.g., event, promo, clientA).

4. (Optional) Set a color to visually distinguish the tag.

5. Click Save.

Video Guide: Watch how to create a tag.

Method 2: Inline When Editing Other Entities

You can also create or apply tags directly while editing items:

• Edit a product, contact, blog post, ticket, or task.

• In the Tags field, type an existing tag or a new one.

• Press Enter to confirm.

• The new tag will auto-create if it doesn’t already exist.

• (Optional) Visit the Tags manager later to assign a color for clarity.

Notes & Best Practices

• Tags are optional, but they become extremely valuable once your content grows.

• You can define your own tag prefixes to categorize types of tags:

  • Example: Use w: for widgets → w:layout, w:component

  • This helps visually and functionally separate categories.

• Tag colors help users quickly identify items. Use distinct shades for priority or types.

FAQs

1. Are tags shared across all modules?
Yes. The same tag system applies to CRM, CMS, tasks, tickets, and more.

2. Can I use special characters or spaces in tags?
Tags should be kept short and consistent — use hyphens or prefixes, but avoid spaces and punctuation.

3. Can I bulk-tag multiple items at once?
Bulk actions are available in some modules (e.g., CMS, Products). Others may require individual edits.

4. Do I need to manually delete unused tags?
Unused tags remain in the system unless deleted manually. Consider periodic cleanup for clarity.

5. Can tag colors be changed later?
Yes. Visit CMS → Tags, find the tag, and update its color as needed.