Tags & Filtering

Organize your menu items with custom tags for better management and filtering.

What Are Tags?

Tags are custom labels you create to organize items:

• Dietary tags - Vegetarian, Vegan, Keto
• Feature tags - Chef’s Special, New, Seasonal
• Internal tags - Needs Photo, Review Pending
• Category tags - Gluten-Free Options, Kid-Friendly

Tags help you:

• Filter the items table quickly
• Apply bulk actions to related items
• Organize items beyond menu sections

Creating Tags

From the Items Page

1. Navigate to Menus > Items
2. Click any item to open the edit panel
3. Go to the Tags section
4. Type a new tag name
5. Click Create “[tag name]”
6. The tag is created and applied

From Tag Management

1. Navigate to Menus > Items
2. Click the Tags button in the toolbar
3. Click Create Tag
4. Enter the tag name
5. Choose a color
6. Click Save

Tag Colors

Each tag has a color for visual identification:

Colors are for your reference; diners don’t see tag colors.

Applying Tags

To a Single Item

1. Open the item edit panel
2. Scroll to Tags
3. Click in the tag input
4. Select existing tags or create new ones
5. Click Save

To Multiple Items (Bulk)

1. Select items using checkboxes
2. Click Add Tag in the bulk action bar
3. Select the tag to apply
4. Confirm the action

Removing Tags

From one item:

1. Open the item
2. Click the X on the tag badge
3. Save

From multiple items:

1. Select items
2. Click Remove Tag in bulk actions
3. Select the tag to remove
4. Confirm

Filtering by Tags

Include Filter

Show items that HAVE specific tags:

1. Click the Tags filter in the toolbar
2. Select tags to include
3. Table shows only items with those tags
4. Select multiple tags to show items with ANY of them

Exclude Filter

Hide items that HAVE specific tags:

1. Click the Exclude Tags filter
2. Select tags to exclude
3. Items with those tags are hidden
4. Useful for hiding “Needs Review” items

Combining Filters

Use both filters together:

Include: "Vegetarian"
Exclude: "Needs Photo"

→ Shows vegetarian items that have photos

System Tags

Atlee automatically applies certain system tags:

System tags:

• Start with underscore
• Cannot be edited or removed
• Help filter item types automatically
• Are hidden from public menu

Filtering System Tags

Use system tags to manage item types:

• Hide variant options: Exclude _variant-option
• Show only combos: Include _combo
• Find orphan components: Include _component

Tag Best Practices

Naming Conventions

• Keep names short: “Vegan” not “Suitable for Vegans”
• Use consistent capitalization: “Spicy” or “spicy”, not both
• Avoid duplicates: One “Vegetarian” tag, not multiple

Organization Tips

1. Create tags before you need them - Plan your tag structure
2. Use sparingly - Too many tags reduces usefulness
3. Review periodically - Remove unused tags
4. Document internally - Team should know what each tag means

Suggested Tag Sets

By Dietary Restriction:

• Vegetarian, Vegan, Gluten-Free, Dairy-Free, Nut-Free

By Feature:

• New, Seasonal, Limited Time, Chef’s Special

By Status (Internal):

• Needs Photo, Needs Review, Price Check, Discontinued

By Meal:

• Breakfast, Lunch, Dinner, All Day

Managing Tags

Editing a Tag

1. Click Tags in the toolbar
2. Find the tag in the list
3. Click the edit icon
4. Change name or color
5. Save

Changes apply to all items with this tag.

Deleting a Tag

1. Click Tags in the toolbar
2. Find the tag
3. Click the delete icon
4. Confirm deletion

The tag is removed from all items. This cannot be undone.

Before deleting, you’ll see how many items have this tag.

Tags vs. Categories

Use categories for menu organization (Appetizers, Entrees). Use tags for internal management (Needs Review, Seasonal).

Common Questions

Can diners see tags? No. Tags are internal only. Use item descriptions for diner-facing labels.

How many tags can an item have? No limit, but keep it reasonable (5-10 max recommended).

Can I import items with tags? Not directly via CSV. Import items first, then apply tags via bulk actions.

Do tags affect search? Yes. Search includes tag names, so “vegetarian” matches items with that tag.