In CoreBridge EVO, tags are colored labels you can assign to line items so your team can see progress at a glance. This article explains where to configure tags in EVO and how to create a new tag. The screens and control names differ from the legacy CoreBridge Settings / Workflow / Tag Setup experience.
After tags exist, they are available when you work with line items on orders and estimates.
Table of Contents
Opening Tags Management
Navigate to Settings / All Settings (or open Settings from the main navigation). On the CoreBridge Settings page, scroll to the Workflow section and select Tags Management. You can also type tags in Search settings at the top of the page and open Tags Management from the results.
Note: In EVO this area is named Tags Management instead of the legacy Tag Setup label.
Adding a Tag
1. On the Tags Management page, click Add Tag. In EVO this replaces the legacy green plus control used in Tag Setup.
2. In the Add Tag dialog, enter a Tag Name (required). The dialog shows a character count for the name field.
3. Under Color, use the color control to pick the tag color. The Preview area updates so you can see how the tag will look.
4. Click Save to create the tag. To close the dialog without saving, click Cancel.
Note: After you save a tag, it is available when assigning tags to line items on orders and estimates.