Tags start out easy. You add “Kitchen,” you add “Urgent,” you add “Waiting on Permit,” and for a good long while that’s all you need.
Then your team grows, the job count climbs, and one day you open the tag picker and scroll. And scroll. Somewhere in that list is the tag you want, but finding it takes longer than just remembering which job you were looking for in the first place. The filing system you built to save time has quietly started costing it.
Tag groups fix that. They let you sort your tags into categories — job types in one, priorities in another, regions in a third — so that picking a tag means opening one category instead of wading through everything your team has ever created.
The Short Version
Tag groups are a single layer of organization on top of your existing tags. You create a group, drop tags into it, and from then on the tag picker shows tidy collapsed categories instead of one long list. Nothing about your tags themselves changes — same names, same colors, same jobs they’re already on.
This is an add-on we enable for individual accounts rather than something that comes with a plan. If your team would benefit from it, get in touch and we’ll talk through it.
Getting It Turned On
Tag groups are enabled per account, one at a time. It isn’t bundled into a plan tier, and there’s no set price — it’s a conversation, because the teams who need it tend to need it for specific reasons worth understanding first.
If grouping isn’t enabled for your team, you won’t see any of the controls described below. Your Manage Tags panel will show the flat list it always has. That’s the tell: no Add a tag group button means grouping isn’t switched on for you yet, not that you’re looking in the wrong place.
To ask about it, reach out to us through the help chat or your usual contact.
Where You Manage Groups
Groups live in the same place as your tags. Click the tags area on any project or opportunity to open the tag picker, then click Manage Tags > at the top. The panel slides in from the right, and with grouping enabled you’ll see an Add a tag group button above your tag list.
Creating and editing groups is limited to Admins and Owners. Everyone else who can open the Manage Tags panel will see the groups and how tags are sorted into them, but the controls for changing any of it won’t be there.
Creating a Group
Open Manage Tags and click Add a tag group.
Type the name you want — something like “Job Type,” “Priority,” or “Region.”
Press Enter, or just click somewhere else. The group saves itself.
Repeat for each category you want. There’s no limit on how many groups you can make, though the point is to end up with a handful of meaningful ones rather than a second long list.
Groups appear in the order you created them. There’s no way to drag them into a different order, so it’s worth creating them in the sequence you’d like to see them.
To rename a group later, click its name and type. Like tag names, it saves when you click away — no save button.
Getting Tags Into Groups
There are three ways, and which one you want depends on whether you’re setting up for the first time or tidying as you go.
Creating a tag directly inside a group
Under each group you’ll find a + Add a tag link. Click it, type the name, pick a color, and the tag is created already belonging to that group. This is the quickest route when you’re building out a new category from scratch.
Moving one tag at a time
Every tag row has a ••• menu at the end. What it offers depends on where the tag currently sits:
Add to group — for a tag that isn’t in one yet. Opens a picker of your groups.
Move to another group — for a tag that’s already grouped. Same picker, different destination.
Remove from group — pulls the tag back out to the ungrouped list.
The picker that opens is titled Select a Group for This Tag, and it has its own search box, which matters once you’ve built up more than a screenful of groups.
If you haven’t created any groups yet, Add to group appears greyed out, and hovering it explains why: you need a group to put things in first.
Moving a batch of tags at once
This is the one that saves your afternoon when you’re organizing an existing pile of tags.
Each tag row has a checkbox on the left. Tick several, and a bar appears at the top of the panel showing how many you’ve selected, with three options:
Move to group — sends all of them to the same group in one go.
Remove from group — pulls all of them out to ungrouped.
Clear — drops the selection and starts over.
A tag can only ever belong to one group at a time, so moving it somewhere new takes it out of wherever it was.
Deleting a Group
Click the trash icon at the end of the group’s row. Eano asks you to confirm, and the confirmation says plainly what will happen: the tags inside become ungrouped, and the tags themselves aren’t deleted.
That’s worth repeating, because it’s the thing people worry about. Deleting a group deletes only the category. Every tag that was in it survives, keeps its name and color, and stays on every job it was applied to. All that’s lost is the grouping.
Deleting an individual tag works exactly as it always has, including the rule that a tag currently applied to a project can’t be deleted until it’s been taken off every job carrying it.
What Changes When You Apply a Tag
This is the part that actually pays for the setup work.
Anywhere you pick tags — the tag picker on a project, the Tags filter on your Projects and Opportunities lists, the tag column picker — your groups now appear as collapsible headers with their tags tucked inside.
Groups start collapsed. You open the picker and see your categories, not four hundred tags. Click a group to expand it and pick from inside.
Ungrouped tags sit at the bottom, below all the groups, in the plain list they were always in. You don’t have to group everything for this to be useful; group the categories that are crowded and leave the rest loose.
Search ignores collapsing entirely. Start typing and matching tags surface immediately, whichever group they’re in and whether or not you’d opened it. Groups with no matches drop out of view, and the ones that do match show their name above the results, so you keep the context of where a tag lives. Clear the search and everything returns to how you had it.
Empty groups still show, with a quiet “No tags in this group” note inside. A category you’ve made but not filled yet won’t silently disappear on you.
One quirk worth knowing about expanding
On the Tags filter on your Projects and Opportunities lists, the groups you expand stay expanded. Close the filter, come back tomorrow, and the categories you work out of are still open.
Everywhere else — the picker for applying tags to a job, the tag column picker — groups go back to collapsed each time you open them.
That memory is also stored in your own browser rather than on your account. It won’t follow you to a different computer, and clearing your browser data resets it. Nothing is lost when that happens; you just do one click of re-expanding.
A Few Things Worth Knowing
It’s one level, on purpose. Groups hold tags. Groups can’t hold other groups. If you’re used to deep folder trees, this will feel shallow — it’s meant to. One level gets you the sorting benefit without recreating the problem a layer down.
Grouping doesn’t change what a tag means or does. Filtering, the tag column, tag limits per job, and everything else behave exactly as before. Groups are a way of finding tags, not a new property of your jobs. You can’t filter by a whole group, for instance — you still pick the individual tags you want.
Groups are team-wide, like tags. There’s no personal arrangement. When an Admin sorts the tags into categories, that’s how everyone on the team sees them.
Your mobile app shows tags as a flat list. Tag groups are a web feature. The Eano Pro app displays and applies tags the way it always has, ungrouped. Nothing breaks; you just don’t get the categories on your phone.
Nothing is at risk if the add-on ever comes off. Your tags carry on working and simply go back to appearing as one list. The tags, their colors, and every job they’re applied to are untouched.
Frequently Asked Questions
How do I get tag groups for my team?
Get in touch through the help chat or your usual contact at Eano. It’s enabled account by account rather than being part of a plan, so there’s a short conversation rather than a button to click.
I’ve been told we have it, but I don’t see any group controls.
Two things to check. First, creating and editing groups is limited to Admins and Owners — if you’re a Core Member, Superuser, or Manager, you’ll see the groups but not the controls for changing them. Second, if there’s no Add a tag group button at all in Manage Tags even for an Owner, the add-on likely isn’t switched on for the account yet.
Can I put a tag in two groups?
No. Each tag belongs to one group, or to none. Moving it into a new group takes it out of the old one.
Can I make a group inside a group?
No — it’s deliberately a single level. Groups hold tags and nothing else.
If I delete a group, do I lose the tags in it?
No. The tags become ungrouped and stay exactly as they were, still applied to every job that has them. Only the category disappears.
I have hundreds of tags to sort. Do I really have to do them one at a time?
No. Tick the checkboxes next to as many tags as you want and use Move to group in the bar at the top. That’s the fastest way to do a first-time cleanup.
Can I filter my projects by a whole group at once?
Not currently. The Tags filter makes groups easier to navigate, but you’re still choosing individual tags. If filtering by a whole category is something you’d use, tell us — that kind of feedback is what shapes where this goes next.
Can I reorder my groups?
Not at the moment. They appear in the order they were created.
Why do my groups keep collapsing?
Expanded groups are remembered on the Tags filter on your Projects and Opportunities lists, but not in the picker you use to apply tags to a job — that one starts collapsed every time. The memory also lives in your browser, so a different computer or a cleared cache starts fresh.
Do my teammates see the same groups?
Yes. Tags and their groups are shared across the whole team.
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