Tag categories guide

Tag categories group tags into meaningful sets to provide more context and to better clarify the purpose of the tag. Any tag that has a category will have the tag name preceded by the name of the category, then a colon.

Create a tag category create-tag-category

To create a new category, select tags in the left navigation, then select Create tag category.

Create a tag category

The Create tag category dialog appears, prompting you to enter a unique Category name and optional description. When you’re finished, select Save.

Create tag category dialog

The new tag category is successfully created, and you are redirected to the tag creation page, where you can assign new tags. For more information about creating tags, refer to the managing tags document.

Newly created tag category in the tag category inventory

Edit tag category edit-tag-category

NOTE
Editing or renaming a tag category maintains the tag’s association with any objects where they are currently applied.

To edit a tag category, select tags in the left navigation, then select the tag category you want to edit.

Edit a tag category

In the tag category, select the ellipsis (...) next to Create Tag. A dropdown displays controls to edit category or delete, select Edit category.

Select edit category from dropdown

The Edit category dialog appears, prompting you to update the category name and optional description. When you’re finished, select Save.

Edit tag category dialog

The tag category is successfully updated, and you are redirected to the tag category.

Updated tag category in the tag category inventory

Delete tag category delete-tag-category

NOTE
Before a tag category can be deleted, it must be empty and free of tags.

To delete a tag category, select tags in the left navigation, then select the tag category you want to delete.

Delete a tag category

In the tag category, select the ellipsis (...) next to Create Tag. A dropdown displays controls to edit category or delete, select Delete category.

Select delete tag category from dropdown

The Delete category dialog appears, prompting you to confirm tag category deletion. Select Delete to confirm.

Delete category dialog

The tag category is successfully deleted, and you are redirected to the tag category inventory page. The tag category no longer appears in the list and has been completely removed.

Next steps

You have now learnt how to manage tag categories. You can proceed to the next step to managing tags.

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