Tags help keep tasks organized and easy to find. If you'd like to update a tag name, you can edit it at anytime.
Who can edit tags
Only users with the Owner and Admin roles can edit existing tags.
Steps to edit a tag
Open Tasks
Start a new task (or open an existing task)
Click the Tag dropdown
Select Edit tags
Find the tag you want to update
Update the tag name (and color, if needed), then Save
Changes apply clinic-wide. The updated tag will be available to everyone within the clinic.
What happens to existing tasks?
When you update a tag name, all tasks currently using that tag will automatically reflect the new name. No additional changes are required.