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2.6. Organize and Color-Code Clients with Tags

Create and assign color-coded client tags in AlgaPSA to organize accounts visually, speed filtering, and highlight important MSP segments.

2.6. Organize and Color-Code Clients with Tags
Create and assign color-coded client tags in AlgaPSA to organize accounts visually, speed filtering, and highlight important MSP segments.
2. ClientsUpdated: 5/22/2026

In the Client's Details view, you can see and add tags. Click the + button next to "Tags" to add a new tag (e.g., "High Priority," "Managed Services Client"). You can assign colors to tags for visual identification, enhancing organization.

Figure 1: Adding a new tag to a client in AlgaPSA