#tags #tables PAI's Tagging system provides a flexible organizational layer that allows you to categorize, filter, and track various elements throughout your workspace. Tags function as custom labels that can be applied to different objects within PAI, enabling more granular control over data organization and reporting. ## **Tagging Overview** The Tagging feature is currently available in beta and supports: - **Expense Line Tagging**: Add multiple tags to individual budget expense lines - **Crew Profile Tagging**: Apply tags to vendor profiles for enhanced filtering and organization ### Adding & Creating Tags You can create new Tags within the object tagging field, or within [[Organization Settings]]. #### In-Table Creation & Applying Tags 1) Enable the "Tags" Field if hidden. You can learn more about enabling fields via [[PAI Tables]] 2) Double-Click on the Tag Cell 3) Type to search and/or select from drop down 4) If new Tag is entered, you can Create the Tag. 5) Select the or create an appropriate Tag Group for the Tag 6) Add the Tag > [!attention] Permissions > Creation or modification of existing tags is restricted to Workspace Owners and Workspace Admin users. You can review user permission settings via [[User Permissions & Sharing]] #### Creation and Managing Tags In Org Settings 1) Navigate to Settings > Tags 2) Use the "+ Create Tag" Button to add a new tag a) Select the or create an appropriate Tag Group for the Tag b) Add the Tag 3) Click the pencil Icon to edit the tag 4) Click the trash icon to delete the tag > [!danger] Tag Deletion > **Deleting a Tag will remove it from all objects in PAI it was associated with. This action is Irreversible, use with caution.** ### Tag Groups Tag Groups allow you to organize your tags within subset groups. This will separate tags within their respective use areas, ie, Tags within the "vendor" Tag Group will only be shown in the vendor profile tag areas. Tags that are not within a specific group will be available to apply within all tag-gable objects in the app. > [!tip] Use Cases > >[!example]+ Expense Line Tags > >- Tag Expenses with a PO# to track PO's on an expense level > >- Tag Expenses as internal / external to abstractly track spending categories > >- Tag Expenses as Billable / Non-Billable to track what can be passed through to clients > >- Tag expenses requiring special approval processes (e.g., "Executive Approval", "Client Pre-Approval", "Legal Review") > >- Tag expenses by filming location (e.g., "Studio A", "Location X", "Remote") to track costs by venue > > >[!example]+ Vendor Profile Tags > > > > Tag by travel willingness (e.g., "Local Only", "Regional Travel", "National Travel") > >- Tag by specific expertise beyond job titles (e.g., "Steadicam Certified", "Drone Licensed", "Underwater", "Automotive Specialist") > >- Tag by availability patterns (e.g., "Weekends Available", "Short Notice", "Long Form Projects") > >- Tag vendors who are pre-approved for specific clients (e.g., "Nike Approved", "Automotive Cleared", "Medical Experience") > >- Tag by NDA/security clearance status (e.g., "Corporate NDA Signed", "Security Cleared") > >- Tag by payment preferences (e.g., "NET-15", "COD Only", "Flexible Terms") > >- Tag by communication preferences (e.g., "Text Preferred", "Email Only", "Call First") ## Related Topics [[Vendor CRM & Crew Finder]] [[Budgets]] © 2025 PAI Tech, Inc. [paihq.com](https://www.paihq.com/)