Tags let you label and organize your appraisals with custom categories like "Inspected" or "Read For Review" or any other labels you might need which are not already covered by existing categories or types. Create org-wide tags your whole team can use, or personal tags visible only to you — then filter your appraisal list to find exactly what you need.
Creating Tags
You can create tags in two places: directly on an appraisal, or in your account settings.
From an Appraisal
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Open an appraisal and look for the tag area in the header — you'll see any existing tags displayed as colored chips next to the appraisal type info
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Click the add tag button (the tag-plus icon) to the right of the existing types/categories
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Choose an existing tag from the dropdown, or type a new name to create one on the spot
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Pick a color by clicking the color square to the left of the tag name
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Toggle Private if you want this tag visible only to you and no one else on your team
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Click the save icon to create the tag and assign it to the appraisal
From Settings
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**Navigate to **Settings > Appraisal Settings
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Scroll to the Tags section
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Click the add tag button to create a new tag
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Enter a name, pick a color, and save
Tags created in settings are available across all appraisals in your organization. This is a great way to set up your tagging system before you start using it.
🧠 Tip: Set up your most-used tags in settings first, then your team can quickly assign them from any appraisal.
Org-Wide vs. Personal Tags
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Org-wide tags are visible to everyone on your team. Any team member can assign or remove them from appraisals. Only account owners and full-access team members can create, edit, or delete org-wide tags.
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Personal tags (marked with a lock icon) are visible only to you. Other team members won't see your personal tags on appraisals — they're great for your own tracking without cluttering things up for everyone else.
📝 Note: You can have both an org-wide tag and a personal tag with the same name — they're tracked separately.
Assigning and Removing Tags
Assign a Tag
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Open the appraisal you want to tag
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Click the add tag button in the header
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Select a tag from the dropdown or create a new one
Tags appear as colored chips in the appraisal header. Personal tags show a small lock icon so you can tell them apart at a glance.
Remove a Tag
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Open the appraisal
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Click the X on the tag chip you want to remove
Tags on the Appraisal List
Tags show up right on the appraisal list so you can see your labels without opening each appraisal. Tag chips appear after the appraisal type information (property type, purpose, etc.) on each row, displayed in their assigned colors.
Filtering by Tag
Use the Tag filter to narrow your appraisal list to just the appraisals that matter:
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Click the filter button in the toolbar above the appraisal list
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Select Tags from the filter options
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Choose one or more tags from the dropdown
The list updates immediately to show only appraisals with the selected tags. When you select multiple tags, only appraisals that have all of the selected tags are shown.
🧠 Tip: Combine the tag filter with status tabs for even more focused views — for example, filter by "Rush" then click In Progress to see only active rush appraisals.
Notes & Tips
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Colors matter: Choose distinct colors for your most-used tags so they're easy to spot at a glance on the appraisal list
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Personal tags stay private: Even though personal tag IDs exist in the system, other team members will never see your personal tag names or colors — they're completely hidden from other users' views
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Tag names are unique per scope: You can't create two org-wide tags with the same name (case-insensitive), but you can have a personal tag that matches an org-wide tag name
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Who can manage org tags: Account owners and full-access team members can create, edit, and delete org-wide tags. All team members can create and manage their own personal tags