Color-Coded Object Tags in HubSpot

Using color-coded object tags in HubSpot helps teams quickly categorize and scan records so they can understand context at a glance and work more efficiently across the CRM.

On the source page for this feature, HubSpot explains how object tags let you assign labels with colors to records on object index pages and in individual record views. These tags are available for certain standard and custom objects, and can be created, edited, and deleted directly from object settings.

This article walks through how to access object tag settings, create new tags, apply them to records, and manage them over time, following the documented behavior in the official knowledge base.

Supported objects for HubSpot color-coded tags

According to the HubSpot documentation, color-coded object tags can be used on specific CRM objects. Availability may depend on your subscription level and which tools are enabled in your account.

Supported use cases generally include:

• Applying visual labels across selected object index pages.
• Highlighting priority or lifecycle states that are not captured by default properties.
• Giving teams a quick, color-based reference when scanning long lists of records.

Before configuring tagging, confirm which objects in your HubSpot account support object tags by checking your CRM object settings page.

Accessing HubSpot object tag settings

To work with object tags, you start from the settings area for the relevant CRM object. The flow described in the official documentation is:

1. Sign in to your account.
2. In the main navigation bar, go to the settings area.
3. In the left sidebar, locate the section for CRM objects.
4. Select the object for which you want to manage tags (for example, contacts, companies, or other supported objects).
5. Open the specific tab or panel where object tags are configured for that object.

From this screen, you can view all existing tags for that object, create new ones, or edit and delete current tags.

Creating color-coded object tags in HubSpot

Once you are in the correct object settings area, you can create new color-coded tags and define how they appear on records.

Steps to create a new HubSpot object tag

1. In the object tag settings, click the control to add or create a new tag.
2. Enter a clear, descriptive name for the tag so users understand when to apply it.
3. Select a tag color from the available palette. Choose a color that stands out from other tags to avoid confusion.
4. If the interface supports it, add a description so other users know the intended purpose of the tag.
5. Save your changes to create the new tag.

After saving, the new tag becomes available for that object on its index page and in record views, following the behavior laid out in the HubSpot documentation.

Applying HubSpot object tags to records

After tags are created, you can apply them directly to individual records or multiple records at once from the index page, depending on the options your account provides.

Apply tags from the object index page

The knowledge base page explains how tags appear as a column or visual indicator on object index tables. To apply them there:

1. Open the index page for the relevant object (for example, the list of companies or deals).
2. Locate the object tag column or section for each record.
3. For a single record, click into the tag area and choose one or more tags from the available list.
4. If bulk actions are supported, select multiple records and apply tags using the bulk edit options.

This approach is useful when you need to add tags to many items quickly or normalize data after introducing a new tag in HubSpot.

Apply tags from the record view

You can also work with tags directly in a record view:

1. Open a specific record from the index page.
2. Locate the section that shows tags on the record sidebar or header.
3. Click to add or manage tags.
4. Select the appropriate tags and save your changes.

From here, users can see how tags interact with other CRM properties, helping them understand context when viewing records one at a time.

Editing and deleting HubSpot object tags

The same object settings area where you create tags is also where you manage them after they are in use.

Edit existing tags

To update a tag that is already active:

1. Return to the object tag settings for the relevant object.
2. Find the tag you want to edit in the list.
3. Use the edit option to change the tag name, color, or description.
4. Save your edits.

Edits apply to all records that already use the tag. For example, changing the color immediately updates how the tag appears across your CRM records in HubSpot.

Delete unwanted tags

If a tag is no longer needed:

1. Open the object tag list in settings.
2. Select the tag you want to remove.
3. Use the delete or remove option provided.
4. Confirm the deletion when prompted.

Deleting a tag removes it from the configuration for that object. The knowledge base page explains that removal affects records where the tag was in use, so review existing usage before you delete widely used tags.

Best practices for HubSpot object tags

To keep tagging efficient and intuitive, follow these organizational tips:

• Use clear naming: Names should reflect real business meaning, such as priority levels or special workflows.
• Standardize colors: Assign consistent color patterns, for example, red for urgent, green for active, gray for archived or low priority.
• Avoid duplication: Before adding a new tag, confirm a similar tag does not already exist.
• Review periodically: Regularly audit tags to remove outdated options and keep your HubSpot interface clean.

These practices make it easier for teams to adopt tagging and maintain accurate data across your CRM.

Additional resources for mastering HubSpot

To go deeper into the feature and confirm specific behaviors or limitations, always refer to the official documentation. You can view the original instructions for configuring color-coded object tags at this HubSpot knowledge base article.

If you want broader strategic help with CRM setup, data structure, and workflows around this feature, you can explore expert consulting services at ConsultevO, where specialists help teams build scalable processes around tools like tags, properties, and automation.

By understanding how color-coded object tags work and following the steps summarized here, your team can make the most of this visual classification feature and keep your HubSpot records organized and easy to navigate.

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