> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/organisation/application-tags-and-auto-tags.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

`Settings > Tags` has three tabs: `Field tags`, `Tags` and `Auto-tag rules`. `Field tags` name the
fields on your forms (see [Field tags and field events](../applications/field-tags-and-field-events.md)).
`Tags` is your organisation's one list of tags for records, each in a colour. `Auto-tag rules` tag
applications for you from their answers. `Application` and `Grant` are your organisation's own
terms if you've renamed them.

## Before you start

You need access to `Settings > Tags`. An auto-tag rule reads answers through field tags, so tag the
fields you want a rule to read first, in the Form Builder.

## Tags

The `Tags` tab lists every tag with its colour, how many applications, contracts, funds and payment
batches carry it, and how many active rules apply it.

- Select `New tag`, enter a name and choose one of the twelve colours, then select `Save`. Tag
  names are saved in lower case.
- Select `Edit` on a tag to rename it or change its colour. The new name and colour show wherever
  the tag is used.
- Select `Delete` to remove a tag. It comes off every application that carries it, and a disabled
  rule that applies it is deleted too. A tag an active rule applies cannot be deleted: the page
  names the rules. Disable or change them first.

A tag shows as a coloured chip, with its colour's name for screen readers. An application's tags
appear at the top of its page, beside its key facts. You can't change them there.

## Auto-tag rules

An auto-tag rule tags applications in the grants you choose when their answers meet its
conditions. It takes the tag off again when the answers stop meeting them. A tag someone added by
hand is never taken off by a rule.

1. On the `Auto-tag rules` tab, select `New rule`.
2. Enter a `Rule name`.
3. Under `Tag`, choose `Use a tag` and pick one, or `Create a tag` and name it and choose its colour.
4. Tick the grants the rule covers.
5. Under `Tag when`, choose `All conditions are met` or `Any condition is met`.
6. Add up to ten conditions. Each one picks a `Field tag`, an `Operator` (`equals`, `contains`,
   `is greater than`, `is less than` or `is empty`) and a `Value`. `is empty` takes no value, and
   `is greater than` and `is less than` take a number.
7. Select `Save`.

If a covered grant's application form has no field with a condition's field tag, the rule is not
saved and the condition names the grant and the field tag. Tag a field on that form, or untick the
grant.

Select `Disable` to stop a rule tagging without deleting it, and `Enable` to start it again. Select
`Delete` to remove a rule: the tags it already added stay on their applications.

## Apply a rule to existing applications

A new rule tags applications as their answers change. To tag the applications already in a grant,
select `Apply <rule name> to existing Applications` on an active rule, choose one of its grants and select
`Apply`. It runs in the background: the dialog shows `Waiting to start`, then `Applying the rule`,
then how many applications were tagged. The `Applied to existing` column keeps the latest result.

## See also

- [Applications list](../applications/applications-list.md)
- [Categories and tags](categories-and-tags.md)
- [Field tags and field events](../applications/field-tags-and-field-events.md)