×

Organize Data in GoHighLevel

/ CRM, GHL / By

How to Manage Categories, Types, and Tags in GoHighLevel

If you use ClickUp or other project tools, you already know how critical clean organization is. The same principle applies inside GoHighLevel: properly managing categories, types, and tags helps you sort tickets, track issues, and keep your support team aligned. This guide walks you step by step through setting up and managing these fields in your GoHighLevel account.

The instructions below are based on the official GoHighLevel help documentation and are written to be easy to follow for admins and support managers.

Understanding Categories, Types, and Tags in GoHighLevel

Before you start configuring anything, it is important to understand how these three elements work together inside GoHighLevel.

Categories in GoHighLevel

Categories are used to group tickets and conversations at a high level. They often represent broad areas of responsibility or departments.

Common examples include:

  • Billing
  • Technical Support
  • Sales
  • General Inquiry

Using clear categories in GoHighLevel makes it easier to route tickets to the right team and quickly filter what you see on the screen.

Types in GoHighLevel

Types describe the nature of a ticket or conversation within a category. They are usually more specific and action-oriented.

Typical type examples include:

  • Bug Report
  • Feature Request
  • Question
  • Account Change

By assigning types in GoHighLevel, you can understand what kind of work is required and prioritize accordingly.

Tags in GoHighLevel

Tags are flexible labels that allow you to add extra context to tickets and conversations. You can use them to track products, campaigns, channels, or any custom attribute you need.

For example, tags may include:

  • Onboarding
  • Priority: High
  • Facebook Ads
  • Existing Client

Tags in GoHighLevel are especially useful for advanced filtering, reporting, and spotting patterns across many tickets.

Where to Manage Categories, Types, and Tags in GoHighLevel

The management screen for these items is located inside the main settings area of GoHighLevel. From here, you can add, edit, or remove fields that appear on your tickets or conversations.

While the exact labels may differ slightly depending on your plan and interface updates, you will typically find a dedicated section for support or ticket configuration.

Step-by-Step: Setting Up Categories in GoHighLevel

Use the following process to create and manage categories for your support tickets or conversations.

1. Open the Settings Area

  1. Log in to your GoHighLevel account as an admin or user with appropriate permissions.
  2. Navigate to the Settings section from the main sidebar.
  3. Locate the area related to support, helpdesk, or ticket configuration.

2. Access the Categories Configuration

  1. Inside the configuration area, look for an option labeled Categories or similar.
  2. Click to open the list of existing categories currently available in GoHighLevel.

3. Add a New Category

  1. Click the button or icon to create a new category (often labeled Add or New Category).
  2. Enter a clear, descriptive name such as “Billing Support” or “Technical Issues”.
  3. Optionally, add any description or internal notes if the interface supports it.
  4. Save your changes.

Use concise, unambiguous labels so your entire team understands when to use each category in GoHighLevel.

4. Edit or Delete Existing Categories

  1. In the categories list, locate the category you want to modify.
  2. Click the edit icon or button.
  3. Update the name or other available fields as needed.
  4. Save your changes.

To remove a category you no longer use, select the delete option. Make sure to confirm how GoHighLevel will handle tickets already assigned to that category before removing it.

Step-by-Step: Managing Types in GoHighLevel

After categories are defined, configure types to describe the nature of your tickets more precisely.

1. Open the Types Section

  1. From the same settings or ticket configuration area in GoHighLevel, locate the Types section.
  2. Open the list of existing types.

2. Create New Types

  1. Click the option to add a new type.
  2. Enter a specific label such as “Bug”, “Question”, or “Upgrade Request”.
  3. Align your types with your internal processes so they are meaningful to your team.
  4. Save the new type so it becomes available on tickets in GoHighLevel.

3. Edit or Remove Types

  1. Choose a type from the list to adjust its name or details.
  2. Save after editing.
  3. If you need to retire a type, use the delete function provided in GoHighLevel.

Review types periodically to keep the list lean and relevant.

Step-by-Step: Managing Tags in GoHighLevel

Tags give you high flexibility when organizing support data in GoHighLevel.

1. Open the Tags Configuration

  1. In the same settings area, locate the Tags section.
  2. Open the list of existing tags to see what is already in use.

2. Add New Tags

  1. Select the option to add a new tag.
  2. Enter a short, clear tag, such as “VIP Client”, “Refund Request”, or “Email Issue”.
  3. Avoid creating multiple tags that mean the same thing to keep your GoHighLevel workspace tidy.
  4. Save the tag.

3. Edit or Delete Tags

  1. Click on a tag to rename it or adjust its format.
  2. Save your changes.
  3. Remove tags that are outdated or never used, following any warnings or prompts from GoHighLevel regarding existing ticket assignments.

Best Practices for Organizing Support Data in GoHighLevel

To keep your workspace usable as your team grows, follow these simple guidelines.

  • Standardize naming: Use consistent capitalization and wording for all categories, types, and tags.
  • Limit duplicates: Before creating a new tag, check whether a similar one already exists in GoHighLevel.
  • Review regularly: Schedule quarterly audits of your lists to remove or merge unused items.
  • Document usage: Create an internal SOP that explains when to use each category, type, and tag.
  • Train your team: Ensure every support agent understands the structure and follows the same rules.

When to Use Categories vs. Types vs. Tags in GoHighLevel

Use this simple guideline to decide which field to apply in GoHighLevel:

  • Category: Broad subject area or department.
  • Type: Specific nature of the ticket, such as question, issue, or request.
  • Tag: Any additional context that helps you filter or report, such as product names, channels, or priorities.

Additional Resources for GoHighLevel Users

For the original reference material and interface screenshots, see the official documentation on how to manage categories, types, and tags in GoHighLevel support.

If you want help designing a clean support structure, automation, or CRM workflows around your GoHighLevel setup, you can learn more at Consultevo.

By thoughtfully setting up categories, types, and tags in GoHighLevel and keeping them maintained over time, you create a support environment that is easier to search, report on, and scale as your business grows.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`