Skip to content
  • There are no suggestions because the search field is empty.

Using Tags to Organize Your Inventory

Keep track of your inventory in more ways than folders allow by using tags. Folders often reflect locations or categories, while tags let you group items by other details such as brand, color, condition, or status, so it's easier to filter, search, and report on what you have. This article walks you through adding tags, editing and deleting them, exporting items by tag, and managing tags on mobile.

Adding tags

There are three ways to add tags, so you can pick the one that fits how you work.

Direct input

Prefer to tag an item while you work on it? Enter the tag in the Tags field when you add or edit an item or add or edit a folder. A tag you add this way is created for your whole account and is also linked to that item.

1
Open the item and select Edit.
2
In the Tags field, type a new tag or select an existing one from the list.
3
Select Save. Sortly confirms that the item has been updated, and the tag now shows on the item.
Adding a tag to an item in the Tags field and saving

From the Tags page

Need to create a tag before any item uses it? Add it from the Tags page on web. A tag created here is added to your account but isn't linked to any items yet.

1
In the left menu, select Tags.
2
Select Add Tag.
3
Type a name for the tag, then select Add. Sortly confirms that the tag has been created and adds it to your list.
Creating a tag from the Tags page

This page also lets you review all of your tags and delete tags you no longer need. See Editing or deleting tags below.

Importing

Already keep your inventory in a spreadsheet? Tags can be added as part of a bulk import. Read more in Bulk Importing New Items/Folders.

Editing or deleting tags

To edit a tag, go to the Tags page, hover over the tag, and select the pencil icon. To delete a tag, hover over it and select the trash can icon. Bulk deletion of tags isn't supported.

🗑️ Once a tag is deleted, it can't be recovered. Deleting a tag keeps your items, but removes the tag from every item it was linked to.
Pencil and trash can icons shown when hovering over a tag on the Tags page

Exporting items with tags

Need a report of everything with a certain tag? You can export from the Tags page the same way you do from other pages in Sortly.

1
In the left menu, select Tags, then select the tag you want to export items for.
Tags page with the New tag selected and its items listed
2
Select the items to export. To pick many at once, open the "items selected" menu at the top and select All or This Page.
Selecting items under a tag and choosing all items from the selection menu
3
Select Export, choose Spreadsheet (CSV, XLSX), Page(s) (PDF), or Integrations (Dropbox), then select Next.
Export window showing Spreadsheet, Page(s), and Integrations options

You can read more about exporting in How to Export Your Inventory in Sortly.

Managing tags on the mobile app

Prefer to manage tags from your phone? You can view and adjust them in the Sortly mobile app.

1
Tap Menu (the three lines at the bottom right).
Mobile Items screen with the Menu tab highlighted
2
Tap Manage Tags to see all the tags on your account.
Mobile Menu with Manage Tags highlighted
3
Tap a tag to review the items linked to it, or use the pencil icon at the top to adjust your tags.
Mobile Tags list

Frequently Asked Questions

Why are my deleted tags still showing in reports?

Deleting a tag removes it from items in your current inventory, but it doesn’t erase past history. If a tag was applied to an item before you deleted it, and that item had any activity (for example, edits, moves, quantity changes), reports will continue to show the tag for those historical events. This is because the reports reflect what was true at the time the activity occurred.

Going forward, the deleted tag won’t appear on new activity unless it’s added again.