Tags are custom labels that help you organize and find things quickly. They're like digital post-its you can attach to almost anything—contacts, companies, projects, tasks, or time entries.
You can create tags that describe:
The type of work you're doing (e.g.,
Marketing,Development)A status or category (e.g.,
Urgent,In Progress)A segment (e.g.,
VIP Client,Recurring Contract)Or anything else that helps you make sense of your day-to-day
Why Use Tags?
Group similar items together
Filter your view to focus only on what matters
Add helpful context at a glance
Keep your data cleaner without cluttering your workspace
How to Use Tags
You can apply tags across:
Contacts
Companies
Projects
Tasks
Time Entries
Once you’ve added tags, you can use filters to instantly sort and find the exact info you need or create custom views in your Directory.
To edit or delete tags, head to Settings → Tags. From there, you can manage all your tags in one place—update names, change colors, or remove tags across all sections, including Contacts, Companies, Projects, Tasks, and more.
Apply Tags to Contacts
Go Directory → Contacts.
Select the contact's profile.
To the left, under Tag, click the + icon to add or type to create a tag.
Confirm by clicking the checkmark icon to save.
Tip: Want to tag several contacts at once? Use bulk edit—but remember: it replaces old tags, it doesn’t add to them.
Apply Tags to Companies
Go Directory → Companies.
Select the company's profile.
To the left, under Tag, click the + icon to add or type to create a tag.
Confirm by clicking the checkmark icon to save.
Apply Tags to Projects
Go Projects
Select the project
To the left, under Tag, click the + icon to add or type to create a tag.
Confirm by clicking the checkmark icon to save.
Note: Remember you can rename “Projects” to fit your industry or team’s workflow. To learn more about Projects head to Getting Started with Projects.
Apply Tags to Tasks
You can open tasks from rom the Task icon in the left sidebar of your Hubflo dashboard or directly from the Tasks tab inside a Project or Workspace.
Select the task to open the card.
In the tag field, start typing to create or select the tag(s) you want to apply.
Projects are powered by tasks — for a full guide on creating, assigning, and managing them 👉 Check out Everything About Tasks →
Add Tags to Time Entries
Whenever you log a new time entry, you’ll see the option to add tags directly from the time entry card.
Go to More → Time from the Hubflo sidebar.
Click New Time Tracking.
In the tag field, start typing to create or select the tag(s) you want to apply.
Tips for Better Tag Management
Use short, clear, and specific terms
Avoid overlapping tag meanings (e.g., don’t use both
High PriorityandUrgentif they mean the same thing)Review your tag list periodically