Tagging records in Inventory

This article explains how to apply tags to inventoried devices.

Tags are colorful labels that help you organize and classify your inventory. By applying tags to inventoried devices, you can add contextual information, group records in meaningful ways, and quickly filter or search for specific devices.

Applying tags

You can tag inventory records in two ways:

• Individually: Assign tags to a single device.

• In bulk: Apply tags to multiple devices at once.

Adding a tag to a single device

To add a tag to a single device:

1. In the Inventory section, locate the device you want to tag.

2. In the Tags column, click the tag field for the selected device. A dropdown menu appears, displaying available tags.

3. Use the search bar to filter tags or scroll to find an existing one.

4. Select the checkbox next to the tag(s) you want to apply.

5. Click anywhere outside the menu to save your selection.

Adding tags in bulk

To add a tag to multiple devices:

1. In the Inventory section, select multiple devices by checking the boxes next to their names.

2. Click at the top of the table.

3. In the pop-up, search for or select an existing tag.

4. Click Apply to add the tag to all selected records.

Creating a tag

If an administrator hasn’t created a tag you need (see Managing tags), you can create a tag available for all users across your organization.

1. Open the tag selection menu as described above.

2. Click the Create tag button at the bottom of the dropdown.

3. In the New tag dialog:

   • Enter the tag name in the Tag field.

   • Select a tag color from the available options.

4. Click Create to save the tag.

The new tag will now appear in your tag list and can be applied to inventory records.