Tag categories

Updated 1 month ago by Leigh Hutchens

A tag must be connected to a tag category. You can define as many tag categories as you need.

A tag category is mainly there to define:

  • The Tag Category type, in other words, the type of information the tag can carry:
    • The three tag categories Cost Centre, Project, and Account can carry a tag value
    • The tag category Extended can carry additional properties, as described in Tags Overview
    • A color, giving a visual indication of which tag category a shift is connected
    • An external identifier (external ID) used by integrations

Defining Tag categories

  1. On the Account settings page, chose Tag categories, then slick Add:

  1. In the Add tag category panel:
  • Add the tag category name
  • Choose the type from the alternatives - Cost Centre, Project, Account, and "Extended"
  • Add a HEX color code, preceded by #
  • Add the tag category external ID
  1. An example of the final result could look as below:

All tags must be connected to a tag category.
Tag categories can be configured through the Neo user interface or through the Tags REST API. Since tag creation is usually a one-off activity, we recommend you create them through the Neo interface.


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