> For the complete documentation index, see [llms.txt](https://docs.3dolphins.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.3dolphins.ai/customer-service/tag-manager/setting-tag-module.md).

# Setting Tag Module

When you want to configure tag usage, the **Settings** menu is used to manage how a tag is applied to specific modules within the system. Through this configuration, you can determine where a tag can be applied and whether it will be included in reports.

In this menu, you can enable or disable tag usage for several modules, such as **Task**, **Ticket**, and **Contact**, according to operational needs. This configuration allows each tag to be used in a more specific and controlled manner, enabling more accurate data classification.

To configure the module you have created, navigate to the **Customer Service** menu and select **Tag Manager**. Then, click the **'Configuration'** button ( <img src="/files/cFudlymHL0WrRHdNRTmq" alt="" data-size="line"> ) and the **Tag Settings** pop-up will appear, as shown in the following image.

<figure><img src="/files/MSwqqYvPQoRGfxTwmD8f" alt=""><figcaption><p>Tag Setting</p></figcaption></figure>

### Task

The **Task option** is used to determine whether a tag can be applied to the Task module. When it is set to **True**, agents can use the tag when creating or managing tasks. When it is set to **False**, the tag will not be available for use in tasks.

For example, you set the module titled **Request** to **True** under the Task option, as shown in the following image.

<figure><img src="/files/603ivnupnwlvyerDBQub" alt=""><figcaption><p>Tag Setting Task</p></figcaption></figure>

When creating a new task on the [**Task**](/task-management/task-management/task.md) page, the **Request** tag will appear and can be selected to be used as a tag for the task, as shown in the image below.

{% hint style="info" %}
Please note that before a tag can be used by agents, you must first **configure the tag to a group** on the [**Tag Configuration Group**](/administration/user-management/group/tag-configuration-mapping.md) page.
{% endhint %}

<figure><img src="/files/LlOVaUEJ3YqlMXwGvepJ" alt=""><figcaption><p>Task Tags</p></figcaption></figure>

### Ticket

The **Ticket** option is used to determine whether a tag can be applied to tickets. When it is enabled (**True**), the tag can be used to group and manage incoming tickets. When it is disabled (**False**), the tag cannot be applied to any tickets.

For example, you set the module titled **Request** to **True** under the Ticket option, as shown in the following image.

<figure><img src="/files/LkYdyF0bNxSAg5CePad3" alt=""><figcaption><p>Tag Setting Ticket</p></figcaption></figure>

After the settings are saved, when a ticket arrives on the **Agent Dashboard** page, the **Request** tag will automatically be available and can be selected to be used as a tag for the ticket, as shown in the image below.

{% hint style="info" %}
Please note that before a tag can be used by agents, you must first **configure the tag to a group** on the [**Tag Configuration Group**](/administration/user-management/group/tag-configuration-mapping.md) page.
{% endhint %}

<figure><img src="/files/QWgQ2YeStDG9ouwSXPS8" alt=""><figcaption><p>Dashboard Agent</p></figcaption></figure>

### Contact&#x20;

This option determines whether a tag can be applied to customer **Contacts**. When it is enabled, agents can use the tag to label or group customer contact data. When it is disabled, the tag will not appear in the Contact module.

For example, you set the module titled **Request** to **True** under the **Contact** option, as shown in the following image.

<figure><img src="/files/t7fmZdQFFuWgu6hdmXpT" alt=""><figcaption><p>Tag Setting Contact</p></figcaption></figure>

After the settings are saved, the **Request** tag will automatically be available on the Customer Contact page under the **360 Customer View**, and you can select it to be used as a tag for that contact, as shown in the image below.

{% hint style="info" %}
Please note that before a tag can be used by agents, you must first **configure the tag to a group** on the [**Tag Configuration Group**](/administration/user-management/group/tag-configuration-mapping.md) page.
{% endhint %}

<figure><img src="/files/61Df9uZJFAfaLa5YHnOc" alt=""><figcaption><p>360 Customer View - Customer Contact</p></figcaption></figure>

### Exclude From Report&#x20;

This option is used to determine whether data or tickets that use a particular tag should be excluded from reports. When set to **True**, data associated with this tag will not be displayed in reports or analytics. When set to **False**, the data will continue to be included in reports.

For example, you set the module titled **Request** to **False** in the **Exclude From Report** option, as shown in the following image.

<figure><img src="/files/21hZWrJ3Sab5WqV1ezYA" alt=""><figcaption><p>Tag Setting Exclude From Report</p></figcaption></figure>

When you are on the **Analytics** page, specifically [**Conversation History**](/analytic/live-agent/conversation-history.md), and download a report, all tickets that use this tag will continue to appear in the report results and will be included in the analytics data, as shown in the following image.

<figure><img src="/files/GaeH3UB0chI4McBU3PYm" alt=""><figcaption><p>File Excel Report Conversation History</p></figcaption></figure>

After configuring the settings as needed, click **'Save'** to apply the changes or **'Cancel'** to discard them. You will then see a success notification as shown below.

<figure><img src="/files/GG5ERwElVCumxo54TJXy" alt=""><figcaption><p>Success Notification</p></figcaption></figure>