[Insightly Classic] How to add a tag

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

Tags can be used to label and group your records. There is no separate list of tags to maintain, because a tag is created when you enter it for the first time on a record, and it no longer exists if no records are using it.

This article focuses on adding tags, but we have more information in our overview of tags.

You can manually enter tags from an individual record view and from a list view, and you can create tags as you import records.

To manually tag a record:

  1. Start from the individual record view by clicking Add Tags...
    ... or start from a list view, click the checkboxes next to one or more names, and then click the Add Tags button.
  2. In the Tags field, type your tag name. If your entry matches existing tags, a list of matching tags will display.
    Tags cannot have spaces in them. For multiple-word tags, you'll have to use underscores, dashes, or some other punctuation instead of a space. (You'll see why in the next step.) This is just one of those odd programmatic limitations that can be slightly annoying until you get used to it.
  3. Tap your spacebar, Enter key, or Tab key to complete a new tag entry, or click a matching tag that appears below the field. Once a tag is entered successfully, it will turn blue and an X will appear next to it. You can remove a tag by clicking the X.
  4. Click the Save button to tag the record or records.

Once a tag is saved, it will appear next to the record name, as well as in the list view and the tags index for that object. You can click the Add Tags link again to remove or add more tags.

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