Tags are a simple way to organize and categorize information across your workspace.

They help your team quickly identify important details, group related work, and filter projects, tasks, or accounts more easily.

For example, you might use tags to:

• Flag projects that are At Risk

• Identify Active Customers

• Label tasks that require Customer Action

• Categorize playbooks by onboarding type

Because tags are flexible, you can tailor them to match how your team works.

Where Tags Appear

Tags can be used in several areas of OnRamp to help organize work across the platform.

You’ll commonly see tags used on:

Projects
Tags can highlight project status or categorize implementations.

Examples:
At Risk, Enterprise Customer, Pilot Program

Playbooks
Playbooks can include tags to help organize templates and quickly identify their purpose.

Examples:
Implementation, Expansion, Enterprise

Modules and Tasks
Tags can be added to modules and tasks to categorize types of work or flag important steps in a project.

Examples:
Integration, Security Review, Customer Action Required

Accounts
Tags can also be used on accounts to help categorize customers.

Examples:
Active Customer, Strategic Account, Renewal Risk

Using Tags in Views and Filters

Tags become especially powerful when used with filters and saved views.

You can:

• Display tags in list views

• Filter items by specific tags

• Build views that surface important projects or tasks

For example, you might create a view that shows:

• All projects tagged At Risk

• All tasks tagged Customer Action Required

• All accounts tagged Strategic Customer

This makes it much easier to find the work that matters most.

Creating and Managing Tags

Tags are created and managed centrally in Settings.

To view existing tags:

1. Navigate to Settings

2. Select Tags

Here you'll see a list of all tags in your workspace, along with:

• The tag name

• A description

• How many times the tag is currently used

From this page you can also edit or delete tags.

Creating a New Tag

To create a tag:

1. Navigate to Settings

2. Select Tags

3. Click Create Tag

You can then configure:

• Name – the label that appears across the platform

• Color – the visual color used for the tag

• Description – optional details about how the tag should be used

A preview of the tag appears at the top of the window while you're editing.

When you're ready, click Save.

Editing a Tag

Need to make a change?

1. Navigate to Settings

2. Select Tags

3. Click the edit icon next to the tag

From here you can update the name, color, or description before saving your changes.

Deleting a Tag

If a tag is no longer needed, it can be removed.

1. Navigate to Settings

2. Select Tags

3. Click the delete icon next to the tag

If the tag is currently being used, consider removing it from those items first to avoid confusion.

Best Practices

✔ Use clear names that your team will recognize
✔ Avoid creating too many tags to keep things organized
✔ Use colors consistently so important tags stand out
✔ Add descriptions to help teammates understand when to use a tag

A well-organized tag system makes it much easier to manage projects, tasks, and customers as your workspace grows.