Tags in Teamdash let you categorize and organize candidates and job ads for easier searching and filtering.
They help your team stay organized across multiple projects and are a key part of managing your talent pool efficiently.
What are tags?
Tags are colorful labels you can assign to candidates and job ads. They can describe skills, statuses, salary expectations, and much more — anything your team finds useful.
You can:
Create and apply tags manually
Add tags automatically through forms
Let AI search and add relevant tags automatically
Use tags to search, filter, and segment candidates
Why use tags?
To get a visual overview of the talent you have in your project pipeline.
To let Teamdash help with automatic sorting based on tags.
To create and design an effective talent pool where you can source candidates by tags.
To have a visual overview of your landing page templates.
Candidate Tags vs. Project-Based Tags
Teamdash supports two types of tags for candidates — Candidate and Project-based — that work together to help you organize candidates globally or within specific projects.
Type | Scope | Ideal for | Examples |
Candidate tags | System-wide | Candidate traits that don’t change between projects | “Top Talent”, “Java Developer”, “Remote”, “Non-EU” |
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Project-based tags | Project-specific | Keywords and workflow details relevant within one hiring project | “Needs interview”, “Pending manager review”, “Salary expectation 1700” |
How they work:
Candidate tags follow the candidate across Teamdash and appear in all their projects — ideal for building a consistent, searchable talent pool.
Project-based tags exist only inside one project and help teams collaborate or track candidate progress locally without affecting other projects.
Tags: permissions and visibility
Depending on the user role, different team members have different rights for using tags. Tags menu can be managed by Admins only. Regular user rights depend on your preference, but their actions are limited within the candidate profile view. Limited users can not manage tags.
Role | Create Tags | Edit Tags (incl. color) | Delete Tags | Assign/Remove Existing Tags | Notes |
Admin | ✅ | ✅ | ✅ | ✅ | Can manage all tag settings, including colors. |
Regular User | ✅ (only if “Allow regular users to create tags” is enabled) | ❌ | ❌ | ✅ | Cannot edit or delete tags from settings (Tags menu). |
Limited User | ❌ | ❌ | ❌ | ❌ | Cannot create, edit, or assign tags. |
💡 Pro Tip: Combine both tag types for best results — for example, use a Candidate
tag like “Backend Developer” and a Project-based tag like “Salary exp. 5K” to track both candidate profile and progress.
Tag settings
There are a few options an Admin user can make their preference for under Organization Settings -> Project tab -> Access controls.
Note: These settings apply to both types of Tags.
visibility on Candidate Card
ON - the colorful tag is displayed on the project view.
OFF - the tag is only seen when you click and open the full candidate profile view.
Hide tags from Limited Users.
ON - Hiring managers/clients can not see added tags. They will be treated as internal keywords for Admin and Regular users only.
Allow Regular Users to create tags.
ON - the Regular user can create new tags from the candidate profile. They can not later edit or delete the tags via Tags menu.
OFF - the Regular user can only add tags from the existing set managed by Admins.
How to Add Tags
You can add tags manually or through bulk actions.
To add tags manually:
Open a candidate’s profile.
Click on the tag field and start typing.
Choose an existing tag or create a new one.
Bulk tagging:
You can add tags in bulk from the candidate list view.
Bulk tagging works for both candidate and project-based tags.
You can’t open the bulk tagging modal without selecting candidates first.
Only users with permission to edit candidates can use bulk tagging.
Note: If you don’t have permission to edit candidates (e.g. limited user), the bulk tag option will be unavailable.
Tag Colors and Editing
You can change tag colors (admin only) to make categories visually distinct.
Tags display their assigned color and style consistently across Teamdash.
The color picker is always accessible via the pencil icon.
Tag colors update live for all candidates when changed.
Tip: Keep your color scheme simple — use consistent colors for roles or departments.
Forms and tags
Tags can be automatically assigned via forms and automations.
If a form includes a field mapped to candidate tags, the resulting tags are added globally.
If mapped to project-based tags via Candidate profile target field, they’re added only within the project the candidate joins.
Tags apply across applications, additional info, and survey forms (not just application forms).
Tags are automatically added when a candidate is submitted to a project or stage.
Automation and tags
Tags are also beneficial in automated stage actions. It is possible to add conditional automatic stage actions based on the tags on the candidate profile. For example, you can set a condition that says that if a candidate has a certain tag, the message is sent only to them.
Add tags with the help of AI
Teamdash offers an automated stage action called Auto-Add tags AI.
The recruiter can set a range of tags as keywords you would wish to find from submitted candidate information.
It assigns tags to candidate profiles based on various attributes, such as skills, experience, education, and keywords extracted from CVs or application materials. This automation streamlines the process of categorizing and organizing candidate data, saving time and effort for recruiters and hiring managers. For auto AI tagging to function effectively in Teamdash, recruiters need to create the tags beforehand.
Here is an example of Auto AI tagging with the tag 'Teamdash':
Searching and Filtering with Tags
You can search or filter candidates in the Talent Pool by Tags or Project-based tags.
Tags on Job Ads
Use tags to make job ads easier to find and organize.
Best Practices for Using Tags
1. Keep it consistent
Create a shared tagging convention for your team — for example, use “Skill: Marketing” instead of “Marketing” or “Marketer.”
Consistent tags make filters and automations much more effective.
2. Use both tag types wisely
Use Candidate tags for skills, traits, and long-term identifiers (e.g., “Backend Developer,” “Remote”).
Use Project-based tags for temporary or project-specific context (e.g., “English B1”, “Background check passed”).
3. Review and tidy regularly
Check and clean up unused or outdated tags occasionally, especially project-based ones, after a hiring round ends. Keep in mind that this is a system-wide deletion and will remove the tag from the system.
4. Make the most of automations
Leverage Auto-Add Tags AI and form mapping to tag candidates automatically based on application content — this saves time and keeps your database structured.
5. Use color for clarity
Keep your color palette simple — assign consistent colors to departments, roles, or tag categories to make scanning faster.
Tags in Teamdash give you the flexibility to organize and categorize your candidates, job ads, and workflows efficiently.
With Candidate tags (system-wide) and Project-based tags (specific to each project), your team can maintain a structured talent pool while collaborating effectively inside projects.