This article explains how to create, edit, deactivate, assign, and use tags across Neostella. Tags help teams organize and manage records more efficiently by adding flexible labels that can be reused across supported tools.
how to create a new tag
To create a new tag, follow these steps:
1. In the Tags workspace, click + NEW TAG button.
The Tags editor opens.
2. Enter a Name for the tag.
3. Select the Object(s) the tag will be associated with.
4. (Optional) Enter additional information:
- Description
- Color combination
5. Click CREATE.
Once created, the tag becomes available for using across all supported tools in the account.
9 STEPS
1. To create a new tag, follow these steps.
First, in the Tags worksapce, click + NEW TAG.
2. This opens the Tag editor.
3. Next, enter a Name for the tag.
4. Enter a Description for the tag.
5. Select a Color combination
6. Select a Size.
7. Select Objects to tag.
8. Once you’re done, click CREATE.
9. The new tag is now available to use across all supported tools in the account.
Here's an interactive tutorial
https://www.iorad.com/player/2677606/tags---how-to-create-a-new-tag?iframeHash=watchsteps-1&lang=en
how to edit a tag
To edit an existing tag, follow these steps:
1. In the Name column, locate the tag you want to edit.
2. Click on the tag name.
3. The Tags editor opens.
4. Update any of the available fields.
5. Click UPDATE.
Changes are applied immediately and reflected in the Tags table.
5 STEPS
1. To edit an existing tag, follow these steps.
First, in the Name column, locate the tag you want to edit.
2. Next, click the tag name.
3. This opens the Tag editor, where you can update any of the available fields.
4. Once you’re done, click UPDATE.
5. Your changes are applied immediately and reflected in the Tags table.
Here's an interactive tutorial
https://www.iorad.com/player/2677617/tags---how-to-edit-a-tag?iframeHash=watchsteps-1&lang=en
how to deactivate a tag
To deactivate an active tag, follow these steps:
1. In the Name column, locate the tag you want to deactivate.
2. Click the tag name.
The Tags editor opens.
3. Click DEACTIVATE.
4. In the confirmation message, click YES, DEACTIVATE TAG.
The tag will be hidden from the Tags table and will no longer be available for active use. Existing records are not modified, but the tag cannot be assigned until it is reactivated.
6 STEPS
1. To deactivate an active tag, follow these steps:
First, in the Name column, locate the tag you want to deactivate.
2. Then, click the tag name.
3. The Tags editor will open.
4. Click DEACTIVATE.
5. Click YES, DEACTIVATE TAG.
6. The tag will be hidden from the Tags table and will no longer be available for active use.
Here's an interactive tutorial
https://www.iorad.com/player/2677670/tags---how-to-deactivate-a-tag?iframeHash=watchsteps-1&lang=en
how to activate a tag
To activate a deactivated tag, follow these steps:
1. Click on the filter button.
2. In Column select Active.
3. In Operator select is.
4. In Value enter No.
5. In the Name column, click the tag name.
The Tags editor opens.
6. Click ACTIVATE.
7. In the pop-up message, click YES, REACTIVATE TAG.
The tag will appear on the tags table.
7 STEPS
1. To activate a deactivated tag, follow these steps:
First, click on the filter button.
2. Then, set the next values:
In Column, select Active;
In Operator, select is;
In Value, select No.
3. In the Name column, click the tag name.
4. The Tags editor will open.
5. Click ACTIVATE.
6. In the pop-up message, click YES, REACTIVATE TAG.
7. The tag will appear on the tags table.
Here's an interactive tutorial
https://www.iorad.com/player/2677677/tags---how-to-activate-a-tag?iframeHash=watchsteps-1&lang=en
how to assign tags from other tools
Tags can be assigned directly from supported tools such as objects, organizations, people, offices, users, groups, permission sets, automations, or workflows. To assign a tag from another tool:
1. Locate the Assign Tag 
option within the tool.
2. Click the plus (+) button.
3. Select a tag from the menu.
The selected tag is applied to the record immediately.
4 STEPS
1. Tags can be assigned directly from supported tools such as objects, organizations, people, offices, users, groups, permission sets, automations, or workflows. To assign a tag from another tool:
First, locate the Assign Tag option within the tool.
2. Click the plus button.
3. Select a tag from the menu.
4. The selected tag is applied to the record immediately.
Some tools will need an additional action such as SAVE, CREATE o UPDATE.
Here's an interactive tutorial
https://www.iorad.com/player/2677698/tags---how-to-assign-tags-from-other-tools?iframeHash=watchsteps-1&lang=en
To unassign tags in bulk, select all records that contain the tag and click UNASSIGN TAG. The tag will be removed automatically from all selected records.
how to filter by tags
Most tools allow filtering table data using tags. To filter by tags:
1. Click on the filter button.
2. In the Columns field, select Tags.
3. Select an operator:
- is – matches records with the exact tag.
- has – matches records that contain the tag.
- not has – excludes records that contain the tag.
4. In Value, select the tag.
The table updates automatically to show only matching records.
4 STEPS
1. Most tools allow filtering table data using tags. To filter by tags:
First, click on the filter button.
2. Set the next values:
In Columns, select Tags;
In Operator, select between is, has, or not has;
In Value, select a tag.
3. The table updates automatically to show only matching records.
4. You have filtered by tags.
Here's an interactive tutorial
https://www.iorad.com/player/2677722/tags---how-to-filter-by-tags?iframeHash=watchsteps-1&lang=en
