Creating Organizational Tags
Why Organizational Tags
Tags help you organize and categorize documents, risk assessments, forms, and other records across CalmCompliance. Think of them as color-coded labels that make it easy to group related items, even when they're in different modules. Use tags when you need to filter, search, or report on content by type—for example, "High Priority", "Finance", or "Health & Safety". Tags you create at a parent site automatically become available to child sites, keeping your organization consistent.
How to Create a Tag
Navigate to Settings > Tags
Click New Tag in the top-right corner
Enter a name for your tag (e.g., "High Priority", "Finance", "Health & Safety")
Choose a color by clicking the color picker or entering a hex code
Pick colors that make sense for your organization—for example, red for urgent items or green for completed tasks.
(Optional) Add a description to explain when this tag should be used
This helps your team use tags consistently. For example: "Use for all documents related to fire safety compliance."
(Optional) Enable Limit Usage if you want to restrict this tag to specific types of content
When enabled, you can choose which modules can use this tag (documents, risk assessments, forms, issues, etc.). Leave this disabled if the tag applies to everything.
Click Create
Your new tag is now available across all relevant modules in your site. Child sites in your hierarchy will also be able to use it. Inherited tags appear as "Inherited from [Site Name]" and can only be edited at the original site.
To edit or delete a tag: Go to Settings > Tags, click the tag, then click Edit or Delete. Deleting removes the tag from all items—this cannot be undone.
Before You Start
You need the Manager role for the Site module to create and manage tags. If you don't see New Tag, contact your site administrator to request access.
Common Questions
Can I change a tag's color after creating it?
Yes. Edit the tag and choose a new color. The change applies everywhere the tag is used.
What happens when I delete a tag?
The tag is removed from all documents, risks, forms, and other items where it was applied. The items themselves remain—they just lose that tag. This cannot be undone.
Why can't I edit a tag?
If you see "Inherited from [Site Name]", the tag was created at a parent site and can only be edited there. Contact an administrator at that site if it needs changes.
Can I restrict which types of content use a tag?
Yes. Enable Limit Usage when creating or editing the tag, then select which modules (documents, risks, forms, etc.) can use it.