# Plan Manager Tag

Source: https://docs.astalty.com.au/guide/directory/plan-managers/plan-manager-tag

> Tag Plan Managers to capture key details.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

## Overview

Plan Manager Tags are reusable, colour-coded labels. They are available when Plan Manager Tags are enabled.

## Attaching Tags

Open a Plan Manager and use the **Tags** control on its Details page. Select **+ Add Tags**, search if needed, then select an existing Tag.

![A Plan Manager's Details page with the plus button above the details highlighted and the Tags dropdown open, showing a Search Tags box and the Participant Portal Tag ticked.](https://docs.astalty.com.au/assets/pm-tag-1.png)

## Removing Tags

Open the Tags control and select an assigned Tag to remove it. This changes only the current Plan Manager.

## Creating a New Tag

Search for the required name in the Tags control. If no Tag exists, select the **Create** option or press **Enter**. Enter a name, choose a colour, then save.

![A Plan Manager's Details page with three numbered steps: the plus button for Tags, Online Registration typed in the Tags search box, and the Create: Online Registration option below it.](https://docs.astalty.com.au/assets/pm-tag-2.png)

![The Create Tag dialog with Online Registration entered as the Name, a green colour ticked under Select a colour, and the Create button highlighted.](https://docs.astalty.com.au/assets/pm-tag-12.png)

The colour picker accepts its available formats, including RGB, HSL, and HEX.

## Updating a Tag

Use the edit icon beside a Tag. Change the name or colour, then save.

![A Plan Manager's Details page with the Tags dropdown open, showing the Participant Portal and Online Registration Tags ticked, and the edit icon beside Online Registration highlighted.](https://docs.astalty.com.au/assets/pm-tag-3.png)

> **Changes Apply Everywhere**
>
> Updating a Tag changes its name and colour for every Plan Manager using that Tag. Deleting a Tag removes it from every Plan Manager and cannot be undone.

Tags are also included in the [Plan Managers Export](https://docs.astalty.com.au/guide/exports/plan-managers-export).

## Managing All Tags

Open [**Settings > Directory**](https://app.astalty.com.au/settings/directory). The Plan Manager Tags table is available when Plan Manager Tags are enabled.

![The Settings page with Settings selected under Configure in the main menu and Directory selected in the settings menu, showing the Plan Manager Tags table highlighted, with its Create Tag button, search box and the Online Registration and Participant Portal Tags with their colours and created times.](https://docs.astalty.com.au/assets/pm-tags-14.png)
