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FAQ: Managing Tags with the Tag Utility

Site Console - Tags Utility

Tags are managed in your Site Console under Tags. 

Tag folders can be applied to any Group on your account. Full details on the benefits of using Tags and how to apply them to a task can be found here. 

Auto Merged Tags

Duplicate Tags in your account will have been merged into one Account level Tag unless you opted out of the auto-migration in October 2025.  If you opted out of Auto-merge, you will have multiple Tag folders that likely contain many duplicates. Merging these Tags is the most efficient way to manage Tags across your account.

If you have un-merged Tags on your account, for every group that contained Tag headers, an equivalent Tag folder was created containing those tags. For example, if you had 10 Groups with a 'Location' Tag header, you will now have 10 Tag Folders for 'Location' that you may wish to merge.

Group tags were renamed to include the Group name (e.g., Reception – Building A). This ensured tags remained unique after migration. You can merge duplicates into one account-level tag, or keep them separate if needed.

Accounts created after October 2025 will all be using the new Tag management format. 

Where can I access the Tag Utility?

The Tag Utility is available on Web only:

  1. Go to the Site Console.
  2. Select the Tags tab.
  3. Use the two-panel editor to organise, edit, and merge tags.

Merge tags:

  1. Open 'Merge Tags' 
  2. The Left Panel will contain the folder you selected. Choose the folder you wish to merge in the right panel. 
  3. Click the Merge icon  merge  in the top centre between the panels .
  4. Confirm the name of the folder (the system will default to the Tag Folder in the left panel)
  5. Click Save.
  6. The merged tag will keep the selected names and combine usage counts.

Create folders and tags:

- Click 'Add Folder' to create a new Tag Folder.

- Add the name and description. 

- Add tags by clicking 'Add new tag' or see Bulk upload below.


Edit tags:

- Click Merge Tags to open the two-panel editor.

- The left panel shows the folder you selected.

- Click the edit icon (pencil) on any given tag you wish to edit.

- Save your changes. 

 

Drag and drop / Bulk actions:

- Drag tags from one folder to another.

- Use checkboxes for bulk actions: copy, paste, delete, move, or merge.

- Click Undo to reverse up to 5 recent actions.


Save changes:

- Click Save to apply all changes.

- If you click Cancel or close the window, you’ll be prompted that changes will be lost.

Who can manage tags?

Account Admins can:

- Create, edit, and delete tags and folders

- Merge tags

- Manage all tags across the account


Group Admins (with permissions) can:

- Create new tags in their group

- Edit tag names and folder names

- Manage folder access for their group


Permissions are managed in the Manage Users section.