# Participant Tags Source: https://docs.astalty.com.au/guide/participants/profile/participant-tags > Tag Participants to filter, segment, and organise them across Astalty. ## Overview Participant tags are a flexible way to add key details to your Participant. Once applied, tags can be used across Astalty to filter, segment, and organise your data - making it faster to find Participants, run targeted reports, and generate focused exports. ## Where you can use Participant Tags Participant Tags are available throughout Astalty. Below is a summary of the key areas where tags can be applied or used as filters. ### Filtering & searching - **[participants list](https://docs.astalty.com.au/guide/participants/searching-participants)** - filter the Participant list by one or more tags to quickly find a specific group of Participants. - **[Contacts](https://docs.astalty.com.au/guide/directory/contacts)** - filter the Participants tab on a Contact by Participant Tags to see which linked Participants carry a given tag. ### Reports - **[Participant Plans Report](https://docs.astalty.com.au/guide/reports/participant-plans-report)** - filter the report by tags to see plan status for a specific group of Participants. - **[Participants Without Risks Report](https://docs.astalty.com.au/guide/reports/participants-without-risks-report)** - filter by tags to focus your risk‑compliance audit on a particular cohort. Tags are also displayed as a column in this report. - **[Utilisation Report](https://docs.astalty.com.au/guide/reports/service-utilisation-report#tags)** - filter service utilisation by tags, matching Participants carrying any or all of the tags you select. ### Exports Several exports include an optional **Participant Tags** picker, letting you scope the export to all Participants who carry one or more selected tags: - **[Shifts Export](https://docs.astalty.com.au/guide/exports/shifts-export)** - include shifts for Participants with selected tags. - **[Completed Shifts Export](https://docs.astalty.com.au/guide/exports/completed-shifts-export)** - include completed shifts for Participants with selected tags. - **[Shift Approvals Variance Export](https://docs.astalty.com.au/guide/exports/shift-approval-variance-export)** - compare scheduled and approved values for Participants with selected tags. - **[Support Notes Export](https://docs.astalty.com.au/guide/exports/support-notes-export)** - include support notes for Participants with selected tags. - **[Supports Without Notes Export](https://docs.astalty.com.au/guide/exports/supports-without-notes-export)** - include supports without notes for Participants with selected tags. - **[Risks Export](https://docs.astalty.com.au/guide/exports/risks-export)** - include Participant risks for Participants with selected tags. - **[Flagged Notes Export](https://app.astalty.com.au/exports/create/flagged-notes)** - include flagged notes for Participants with selected tags. - **[Participant Tags Export](https://docs.astalty.com.au/guide/exports/participant-tags-export)** - export the full list of all Participant Tags created in your account, including Participant counts, colours, and creation dates. ### Participant Records - **[Participant Records](https://docs.astalty.com.au/guide/participants/participant-records)** - when creating a Participant Record Type, you can set the record as required only for Participants with specific tags rather than for all Participants. ### Information Items - **[Information Items](https://docs.astalty.com.au/guide/settings/participants-settings/information-items#required-for-selected-participant-tags)** - an Information Item can be required only for Participants carrying selected tags, rather than for every Participant. ### Cost Codes - **[Cost Code Rules](https://docs.astalty.com.au/guide/finance/cost-codes)** - use Participant Tags as a condition in cost code rules to automatically assign the correct cost code to supports and shifts based on the Participant's tags. ## Attaching Tags To add an existing Tag to a Participant's profile click the *+ Add Tags* button. This will open up the Tags list - if you can't see the Tag you need straight away, you may need to search for it. ![A Participant's profile with the Tags list open below the + button, showing a Search Tags box, a Select All option and Tags with colour tick boxes, with Wheelchair ticked and shown on the profile.](https://docs.astalty.com.au/assets/tags-1755230221.png) Select a Tag to attach it to the Participant. ## Removing Tags To remove a Tag from a Participant, follow the same steps outlined above - if you click a Tag that is already assigned, it will be removed instead. ## Creating a new Tag If your search does not match an existing Tag, select **Create:** or press **Enter** to open the Tag manager and create it. ![The Tags list on a Participant's profile with Remote Area typed in the search box and a Create: Remote Area option below it.](https://docs.astalty.com.au/assets/screenshot-2023-12-19-at-10.01.36-am.png) ![The Create Tag dialog with Remote Area entered as the Name and previewed at the top, two rows of colour swatches under Select a colour with grey selected, and Cancel and Create buttons.](https://docs.astalty.com.au/assets/screenshot-2023-12-19-at-10.01.45-am.png) You can also choose custom colours for Tags. Select the **+** icon to add a new colour, then pick your preferred format: RGB, HSL, or HEX. Enter the appropriate colour code, and click outside the colour selector to apply it to the Tag. Select **Create** to save the Tag, or **Update** when editing one. ![The Edit Tag dialog for SMS Only with the colour selector open below the + swatch, and the R, G and B fields highlighted at the bottom of the selector, set to 0, 68 and 117.](https://docs.astalty.com.au/assets/tag-rgb-1-guide.png) ![The Edit Tag dialog for SMS Only with the colour selector open below the + swatch and switched to HSL, and the H, S and L fields highlighted, set to 205, 100% and 23%.](https://docs.astalty.com.au/assets/tag-hsl-1.png) ![The Edit Tag dialog for SMS Only with the colour selector open below the + swatch and switched to HEX, and the HEX field highlighted with the code #004475 entered.](https://docs.astalty.com.au/assets/tag-hex-1.png) ![The Edit Tag dialog for SMS Only with a new dark green colour selected and highlighted in the last swatch, an arrow pointing to the Tag preview in that colour at the top, and another pointing to Update.](https://docs.astalty.com.au/assets/tag-update-1.png) ## Updating a Tag To update an existing Tag you can find the Tag you want to update in the Tag list and click on the edit icon that appears when you hover over it. This will upon the Tag manager where you can then edit the Tag. ![The Tags list open on a Participant's profile, showing a Search Tags box and Tags with colour tick boxes, with the edit icon shown beside the ticked Wheelchair Tag.](https://docs.astalty.com.au/assets/screenshot-2023-12-19-at-10.02.31-am.png) > **Warning - updating a Tag will update it for all Participants** > > Updating a Tag will update that tag name and colour for all Participants using that tag. ## Managing all Tags For those that have the admin role, Participant tags can also be managed from the [Participant Settings page](https://app.astalty.com.au/settings/participants). ![The Participant Tags table listing each Tag's colour, name and created time with a three-dot menu on each row, plus a Search tags box and a Create Tag button.](https://docs.astalty.com.au/assets/screenshot-2023-12-19-at-10.05.59-am.png)