> For the complete documentation index, see [llms.txt](https://docs.tiny.plus/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tiny.plus/guides/getting-started/setting-up-categories.md).
# Setting up categories and tags
Sort your projects, companies and contacts into logical groups with Categories and Tags.
## What are Categories and Tags?
Categories are how your team classifies records. A category is a named collection of tags that people pick from: a category called `Sector` might hold the tags `Health`, `Education`, `Commercial` and `Residential`.
A category applies to the kinds of record you choose. `Sector` might apply to projects and companies, `Client Type` to companies and contacts, and `Managing Office` to all three. On each of those records the category appears as a field on the form and on the page, and in the list menus as a filter.
Once your records are tagged, you can filter any list by a tag, group a [table report](/guides/reports/table-reports.md) by one, chart your fees by sector, split the [built-in reports](/guides/reports/built-in-reports.md) by one, and count wins and enquiries by one in your [scheduled reports](/guides/reports/scheduled-reports.md).
## The Categories + Tags screen
{% hint style="info" %}
You must be an Account Admin to set up categories and tags.
{% endhint %}
Navigate to [**Account Settings -> Categories + Tags**](https://crm.tiny.plus/account/collections). Your categories are listed on the left, each with how many tags it has and which record types it applies to. Type in **Find a category** or choose a record type to narrow the list. Click a category to open it on the right.
Everything on this screen saves as you change it. There is no save button; the status beside the category's name says **Saving…** and then **Saved**.
## Creating a category
1. Click **New category** at the bottom of the list.
2. Type the name, such as *Sector*.
3. Under **Applies to**, tick the record types it should be set on. Projects is ticked to begin with.
4. Click **Create**.
The new category opens on the right with no tags yet. It starts with **Show in menus** and **Reportable** on, and **Allow several tags** off.
## Adding tags
The **Tags** card lists the choices your team picks from.
* To add one, type its name into **New tag** and click **Add tag**. New tags go to the bottom of the list.
* To add many at once, click **Paste a list…** and paste from Word, Excel or anywhere else, one tag to a line. Bullets, numbering and extra spaces are taken off, and a name already in the category is skipped. The preview shows what will be added before you click **Add N tags**. Up to 200 tags go in at a time.
* Drag a tag by its grip to reorder, or click **Sort A to Z**.
* Click a tag's name to rename it, or the line under it to add a **description**, which people see when they're choosing a tag.
* Click a tag's colour swatch to change its colour.
Each tag shows how many records carry it. Click the count to open the tag and see those records.
### Merging and deleting tags
Click **Merge or delete…** to tick tags. Choose which one to **Merge into** and click **Merge**: the records carrying the other tags get the one you chose, and the others are deleted. **Delete selected** removes the ticked tags from every record that carries them. Tags can only be merged within their own category.
To delete a single tag, click the × at the end of its row. tiny+ tells you how many records will lose it before it goes.
## A category's settings
The **Settings** card under the tags has:
| Setting | What it does |
| ------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Applies to** | The record types the category can be set on. It appears on their forms and pages as a field. At least one is needed. |
| **Allow several tags** | A record can carry more than one tag from this category. Off, choosing a tag replaces the one before. Several suits *Sector*; one suits *Managing Office*. |
| **Show in menus** | The category is offered as a filter in the list menus of the record types it applies to. |
| **Reportable** | The category is available for grouping and filtering in the built-in and scheduled reports. |
| **Required** | At least one tag has to be chosen when a record is added or edited. |
| **How the tag is picked** | When one tag is allowed: a dropdown list, or every tag shown with its description. |
| **Colour** | New tags take this colour, and changing it recolours every tag in the category. With no colour set, each tag keeps its own. Charts use these colours. |
**Delete this category** removes it and its tags. The records keep everything else.
A category marked **Synced with Synergy** mirrors a Synergy field: make the same change in Synergy, because changes here aren't sent back. One marked **Locked** was set up with tiny+ support; talk to us before changing it.
## Importing tags
If your spreadsheets already have a column for a category, set the category up here first, then match the column to it during an [import](/guides/getting-started/importing-your-content.md). Several tags in one cell are separated by semicolons.
## Examples
Looking for ideas? Here are some commonly used categories.
| Category | Tags | Applies to |
| --------------- | ---------------------------------------------- | ----------------------------- |
| Managing Office | Sydney, London, New York | Projects, Companies, Contacts |
| Client Type | Developer, Owner Operator, Builder, Government | Companies, Contacts |
| Service Type | Architecture, Urban Design, Interior Design | Projects, Companies |
| Market Sector | Aged Care, Commercial, Education, Residential | Projects, Companies, Contacts |
| Priority | High, Medium, Low | Projects, Contacts |
| Region | North-East, South, West | Projects, Companies, Contacts |
