# Manage the tag catalog

> PositiveForm guide · Tags · TAG-001
> Canonical page: https://positiveform.com/guides/tags/manage-tags/
> This Markdown: https://positiveform.com/guides/tags/manage-tags.md

**Summary:** Create, rename, merge, or archive reusable tags. Tag changes preserve member assignments and leave an audit trail.  
**Who can do this:** Organization owners, Managers  
**Required access:** `tags.manage`  
**Where in PositiveForm:** `/settings/tags`  
**Status:** Verified on 2026-07-29 against PositiveForm build `beb3f3c`.

## Who this is for

This guide is for **authorized staff** creating, renaming, merging, or archiving
reusable tags used on people and households.

## Before you begin

- Open **Settings › Tags** (`/settings/tags`).
- Prefer merge over delete when two tags mean the same thing, so member
  assignments stay coherent.

## Steps

1. Open **Settings**, then **Tags**. The heading is **Tags**.
2. Use **Filter tags** to find a tag by name.
3. To add a tag, click **Add tag** to open the form, fill the name field (for
   example **Leadership**) and optional **Description**, then click **Create
   tag**. The form stays open so you can add several in a row; **Cancel**
   closes it. For a list you already have, use **Create many**.
4. The catalog is listed by name. Click a column heading (**Favorite**,
   **Tag**, or **Members**) to sort by it, and click the same heading again to
   reverse the direction. Clicking **Favorite** twice puts your starred tags on
   top.
5. Click the star on a row to add or remove a studio favorite. The row keeps
   its place in the list until you change the sort.
6. Use **Actions for …** on a row for rename, archive, or other row actions.
7. To merge duplicates, tick rows with **Select …** (or **Select all visible
   tags**), then use **Merge selected** in the bar that appears above the
   table. **Delete selected** is in the same bar.
8. Page long catalogs with **Previous** and **Next**.

## Expected outcome

Tag changes preserve member assignments and leave an audit trail. The catalog
list reflects the new names and selections.

## Screenshots

![Tags catalog with filter, add tag, and row actions](https://positiveform.com/guides/media/TAG-001/20260729T234000Z/000-start.webp)

## Recovery

If merge is disabled, select at least two tags. If the bulk bar is missing,
nothing is selected yet. If a tag seems missing, clear **Filter tags**, check
the sort you have applied, and check archived rows if your studio uses them.

## Related guides

- MEM-002

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