Tag filters let you quickly find documents, risk assessments, forms, issues, and other items with specific tags—without manually searching or scrolling through long lists. Use them when you need to narrow down a list to items that share a category (e.g. "Fire Safety", "Quarterly Review") or when preparing audits, investigations, or compliance reports. The Tags filter appears in the filter bar on most list views across CalmCompliance, so once you know how it works, you can use it everywhere.

When you select multiple tags, the filter shows items that have any of those tags (OR logic)—for example, filtering by "Fire Safety" and "Annual Review" shows items tagged with either or both.

To clear filters: click the X next to a tag badge to remove that tag, or click Clear all filters to remove everything.

Tip: You can combine the Tags filter with the search bar—apply tag filters first to narrow the list, then search for keywords within those results.

Why don't I see all my tags in the filter? The filter only shows tags relevant to the current view. If a tag has "Limit Usage" and is restricted to certain content types, it won't appear in filters for other content types.

Can I save my tag filter preferences? Filter settings reset when you leave the page. For quick access to common filters, create dashboard widgets with those filters pre-applied.

Do tag filters work with exports? Yes. Exports include only the filtered items—apply your tag filters first, then export.

Can I filter by multiple tags with "AND" logic? No. Multiple tags use OR logic (items with any of the tags). For items that must have all tags, apply the filter and review the results manually.