> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags & labels

> Create color-coded labels for tasks, notes, and opportunities, and tags for households and businesses.

Labels and tags help you categorize and filter records. Labels are color-coded and apply to tasks, notes, and opportunities. Tags apply to households and businesses.

<Note>
  Only admins can create, edit, or delete labels and tags.
</Note>

## Labels vs tags

|                  | Labels                           | Tags                                      |
| ---------------- | -------------------------------- | ----------------------------------------- |
| **Record types** | Tasks, notes, opportunities      | Households, businesses                    |
| **Color**        | Yes — each label has a color     | No                                        |
| **Purpose**      | Categorize individual activities | Group records for filtering and reporting |

## Access tag and label settings

Go to **Settings** → **Tags & labels**, then select the tab you want to manage:

* **Households**
* **Businesses**
* **Tasks**
* **Notes**
* **Opportunities**

## Create a label or tag

<Steps>
  <Step title="Click Add label or Add tag">
    If the list already has items, click the **Add new label** or **Add new tag** row at the top of the table.
  </Step>

  <Step title="Enter a name">
    Type the label or tag name.
  </Step>

  <Step title="Choose a color (labels only)">
    Click the color circle to open the color picker and select a color.
  </Step>

  <Step title="Save the row">
    Press `Enter` or click the checkmark.
  </Step>
</Steps>

## Edit a label or tag

Click the <Icon icon="pencil" /> icon on a row to edit the name inline. For labels, click the color circle to change the color.

Each table includes a **#** column that shows how many records use each label or tag.

## Delete a label or tag

Click the <Icon icon="trash-2" /> icon on the row and confirm in the dialog. Deleting a label or tag removes it from all records it was applied to.

<Warning>
  Deleting a label or tag is permanent and cannot be undone. The label or tag will be removed from all records where it was applied.
</Warning>

## Where labels and tags are used

* **Filtering** — labels and tags appear as filter options on list pages and in [data views](/records/data-views)
* **Creating records** — select a label or tag when creating or editing tasks, notes, opportunities, households, or businesses
* **Note cards** — applied labels appear as colored badge chips in the card footer, on a row beneath the user name and timestamp
* **Note label picker** — the picker on a note is searchable (**Search labels...**) and scrolls, which helps when a book has many note labels
* **Automations** — use labels and tags as conditions or actions in [automations](/platform/automations/overview)
* **Sequences** — [task steps](/platform/sequences/creating-sequences) in sequences can include a label

## FAQ

<AccordionGroup>
  <Accordion title="Can I use the same label name for different record types?">
    Yes. Task labels, note labels, and opportunity labels are managed separately. You can have a "Follow-up" label in each category.
  </Accordion>

  <Accordion title="Can non-admins apply labels and tags to records?">
    Yes. Any user can apply existing labels and tags when creating or editing records. Only admins can create, rename, or delete them from settings.
  </Accordion>

  <Accordion title="Are labels and tags shared across all books?">
    Yes. Labels and tags are defined at the company level and are available in every book.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Managing tasks" icon="list-checks" href="/activity/tasks/managing-tasks">
    Apply labels when creating or editing tasks
  </Card>

  <Card title="Households" icon="home" href="/records/households/overview">
    Apply tags to households
  </Card>
</CardGroup>