> For the complete documentation index, see [llms.txt](https://docs.cubu.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cubu.com/guides/understanding-the-basics/process-management/categorizing-cases-with-tags.md).

# Categorizing Cases with Tags

Using tags to label cases.

Tags are a useful tool for labeling and classifying case records. 

They can be shared across the entire organization and are particularly helpful for searching cases and analyzing data. To manage the global tag list, use the Metadata tool.

 Automation can be configured to base conditions on tags to determine whether specific actions should be executed.

### Tagging Cases

Agents can tag cases using the **Agent Console** when processing them.

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2Fw3n0ejSev6fAnYQqOW7U%2Fimage.png?alt=media&amp;token=e17b4b79-564b-4082-859a-487168b4a641" alt=""><figcaption><p>Tagging Cases Using the Agent Console</p></figcaption></figure>

Only tags added to the case's service category can be used. To add tags to a service category, use the [Service tool](broken://pages/oAMPKI8fRjStzhLJKZ5Y).

## See Also

{% content-ref url="/spaces/8vfRpZGqpk7N0egaXMQ8/pages/sahhIExHaSYgjbSCBFfi" %}
[Managing Tags](/guides/admin-tools/service-and-process-configuration/managing-tags.md)
{% endcontent-ref %}

{% content-ref url="/spaces/8vfRpZGqpk7N0egaXMQ8/pages/yB6xaNPX9qfQZT4Z4Vbv" %}
[Managing Service Categories](/guides/admin-tools/service-and-process-configuration/managing-service-categories.md)
{% endcontent-ref %}