# Tags and resources

> Manage the tags used across Clockwork CRM, and the resources that can be booked.

Source: https://help.clockworkcrm.com/admin/tags-and-resources
Last updated: 2026-09-28

## Tags

Tags are labels on records such as people, companies and opportunities.
**Administrator Tools → Tags** lists every tag.

Each tag in the list shows its name, its type and a tag icon in its colour, with the **Last
Modified** date, **Last Modified By** and **Created By**.

| Control | What it does |
|---|---|
| **Type** | Shows only tags of one type, or **All** |
| **Search for tags...** | Filters the list by name as you type |
| **Add Tag** | Opens the tag form |
| **Bulk Delete** | Deletes the tags you have ticked |

### Tag types

A tag's type decides which records it can be added to.

| Type | Can be added to |
|---|---|
| **Application Wide** | Every kind of record that has tags |
| **Project** | Projects and their tasks |
| **Case** | Cases |
| **Sale** | Opportunities |
| **Person** | People |
| **Company** | Companies |
| **Product** | Products |
| **Service** | Services |

The **Type** filter lists all of these.

### Adding a tag

**Add Tag** opens the tag form.

![The Add Tag form](https://clockworkcrm.blob.core.windows.net/public-internal/docs/admin/admin-tag-form.png?v=bfe174b0)

| Field | What it does |
|---|---|
| **Name** | The tag's name, shown on the records it is added to. Required |
| **Type** | The kind of record the tag is for. Starts as **Application Wide**. It cannot be changed once the tag is saved |
| Colour | The colour of the tag. Select a colour in the colour picker. A random colour is chosen for a new tag |

Select **Save** to create the tag.

### Editing and deleting tags

To edit a tag, double-click its row, or open the actions on its row and select **Edit**. You can change
the name and colour. The form does not show the type, because it cannot be changed.

To delete a tag, open the actions on its row and select **Delete**, then confirm. To delete several,
tick them and select **Bulk Delete**. Deleting a tag removes it from every record it was on.

Only administrators can delete tags.

## Resources

A resource is something that can be booked, such as a meeting room or piece of equipment.
**Administrator Tools → Resources** lists them, with each one's name and description, the **Last
Modified** date, **Last Modified By** and **Created By**. **Search for resources** filters the list.

A calendar entry can have a resource, and a service can require one if it's being booked online. See
[Products and services](https://help.clockworkcrm.com/products/products-and-services#adding-a-service).

### Adding a resource

Select **Add Resource**.

| Field | What it does |
|---|---|
| **Resource Name** | The resource's name. Required |
| **Resource Description** | A description of the resource. Shown under its name in the list |

Select **Save** to create the resource.

### Editing and deleting resources

To edit a resource, double-click its row, or open the actions on its row and select **Edit**.

To delete a resource, open the actions on its row and select **Delete**, then confirm. To delete several,
tick them and select **Bulk Delete**.

Only administrators can add, edit or delete resources.

## Related

- [Using the calendar](https://help.clockworkcrm.com/calendar/calendar)
- [Products and services](https://help.clockworkcrm.com/products/products-and-services)