Tagging workspaces

Updated in 2025

The General > Workspaces section, which contains classification list of workspaces, enables you to perform the following operations with tags:

• To tag workspaces:

  1. Double-click the item to tag, the item window opens.

  2. Under Tags, click the Manage button. In the Edit Tags window, click Tags > New on the Module menu. The Add Tag window opens.

     NOTE: For details on selecting multiple items, see Selecting multiple records.

  3. Type in the tag value and click OK. Your list items are tagged, and you can view their tag in the Tags column.

  You can assign multiple tags to the same workspace or set of workspaces. Each tag will be enclosed in curly brackets.

  TIP: You can also copy tags from a source item and then paste them to target items. For details, see To copy tags from a list item.

• To rename tags:

  1. Select workspaces whose tag to rename and click Tags > Rename from the Module menu. The Rename Tag window opens..

     NOTE: For details on selecting multiple items, see Selecting multiple records.

  3. In the Tag list, select the tag to rename and type in its new value in the New Value field.

  4. Click OK. The selected items are tagged with the new tag value.

• To copy tags from a workspace:

  1. Select the workspace whose tags to copy and click Tags > Copy on the Module menu. If the workspace has multiple tags, all of them are copied.

  2. Navigate to the workspace where you want to paste the copied tags.

  3. Select one or multiple target workspaces where to paste the copied tags and click Tags > Paste on the Module menu.

     NOTE: For details on selecting multiple items, see Selecting multiple records.

• To modify tags of a workspace:

  1. Double-click the item you want to tag. The Workspaces window opens.

  2. Under Tags, click Manage. The Edit Tags window opens.

  3. Use the New, Edit, and Delete buttons to create a list of tags.

  4. Click OK to close the Edit Tags window.

  5. In the Workspaces window, click OK to save your changes.

• To remove a tag:

  1. Select workspaces from which you want to remove a tag and click Tags > Delete on the Module menu. The Select Tag window opens.

     NOTE: For details on selecting multiple items, see Selecting multiple records.

  3. Select the tag to remove and click OK.

  TIP: When your items have multiple tags assigned, this operation removes only a single selected tag. For instructions on removing all assigned tags at once, see To clear items of all tags.

• To clear items of all tags:

  • Select the workspaces whose tags to remove and click Tags > Clear on the Module menu.

    NOTE: For details on selecting multiple items, see Selecting multiple records.

Related Information

Modifying workspaces