Tags and Labels help organize your takeoff and measurement data so it can be grouped, filtered, and analyzed more efficiently throughout a project.

Tags apply to entire takeoffs, while Labels apply to individual measurements within a takeoff. Together, they provide flexible organization for workflows such as CSI divisions, project phases, floors, rooms, elevations, buildings, or any custom structure your team uses.

Tags and Labels are managed from the Tags & Labels tab in the Takeoff List, allowing project-wide organization to be configured and updated from one central location.

Key Information

• Tags apply to the entire takeoff and all associated measurements.
• Labels apply to individual measurements and can vary within the same takeoff.
• Tags and Labels can be created and managed from the Tags & Labels tab in the Takeoff List.
• Changes to Tags or Labels update throughout the project.
• Both can be used in the Estimate Worksheet and reports to filter, group, roll up quantities and costs, and assign Other Costs.
• Takeoffs can be dragged between Tag Value groups to quickly reassign Tags.
• Tags are not available in Material & Labor or Unit Cost estimates.

GOOD PRACTICE
For optimal performance, create no more than 10 Tags and 10 Labels per project, with unlimited values.

Overview of Tags & Labels

As projects grow, organizing takeoffs and measurements becomes increasingly important. Tags and Labels help structure project data so teams can quickly locate, group, and analyze information.

A Tag is a project-level category applied to an entire takeoff. Tags automatically apply to all measurements within that takeoff and are commonly used to organize takeoffs by CSI division, building, phase, or floor.

A Label is a measurement-level category applied to individual measurements within a takeoff. Labels allow different measurements in the same takeoff to be organized separately by room, elevation, area, or other detailed project structures.

Common Tag examples include:

• CSI Division
• Building
• Phase
• Floor

Common Label examples include:

• Room
• Elevation
• Area
• Section

When assigned:

• Tags display a tag icon next to takeoffs in the Takeoff List.
   
• Labels display a label icon next to measurements.

Understanding Tags vs Labels

Use Tags when organizing entire takeoffs by categories such as Building, Phase, or CSI Division.

Use Labels when organizing measurements within a takeoff by categories such as Room, Elevation, Area, or Floor.

Why Use Tags & Labels

Tags and Labels help standardize project organization and improve estimate reporting workflows.

They can be used to:

• Quickly locate takeoffs
• Group related measurements
• Filter estimate data
• Roll up quantities and costs
• Assign Other Costs
• Organize reports by project structure

Accessing Tags & Labels

1. Open your project.
2. Click PLANS & TAKEOFFS.
3. Select the Tags & Labels tab.

From this tab, you can create, edit, delete, reorder, and manage Tags and Labels for the project.

Tags

Creating Takeoff Tags

1. Open the Tags & Labels tab.
2. Select the Tags section.
3. Click the + sign.
4. Enter a Tag Name.
5. Add Tag Values.
6. Press Enter or click + to add additional values.
7. Click Save.

A Tag is the category/group type.
A Tag Value is the specific option assigned within that category.

Example:

• Tag: Floor
• Tag Values: Level 1, Level 2, Level 3

TIP
Use consistent naming conventions, such as CSI codes or project phases, to improve estimate organization.

Once created, Tags become available throughout the project.

Grouping the Takeoff List by Tags

Grouping the Takeoff List by Tags helps organize takeoffs into expandable sections based on assigned Tag Values.

This allows teams to quickly locate, review, and reorganize takeoffs throughout a project.

To Group the Takeoff List by Tags

1. Select the Takeoffs tab.
2. Click on the Group by dropdown.
3. Select a tag by which to group by.
4. Select a Tag.

The Takeoff List updates to display grouped Tag Value sections.

Takeoffs without an assigned Tag Value appear in the None group.

TIP
Grouping by Tags makes it easier to organize takeoffs by CSI Division, phase, building, floor, or other project structures.

NOTE
Drag and drop Tag reassignment is only available while the Takeoff List is grouped by Tag(s).

Drag and Drop Takeoffs Across Tag Values

When the Takeoff List is grouped by a Tag, you can drag and drop takeoffs between Tag Value groups to quickly reassign Tags without opening Takeoff Settings.

This allows takeoffs to be reorganized directly from the Takeoff List, similar to moving files between folders.

To Drag and Drop Takeoffs Between Tag Values

During drag and drop, visual indicators display where the takeoff will be placed before releasing it.

1. Open the Takeoffs tab.
2. Group the list by a Tag.
3. Click Sort Manually.
4. Click and drag a takeoff into another Tag Value group.

The takeoff is automatically reassigned to the new Tag Value.

Dragging a takeoff into the None group removes the assigned Tag Value.

IMPORTANT
Drag and drop Tag reassignment is only available when the Takeoff List is grouped by Tag(s) only. This functionality is not available when grouped by Plans or Labels.

Hide Empty Folders

When grouping by Tags, STACK includes a Hide empty folders toggle.

• ON by default: Empty Tag Values are hidden from the Takeoff List.
• OFF: Empty Tag Values appear as empty folders so takeoffs can be dragged into them.

This makes all Tag Values available as drag-and-drop destinations, even when no takeoffs are currently assigned.

TIP
Turn off Hide empty folders when reorganizing takeoffs across multiple Tag Values to make all available destinations visible.

Assigning Tags to Takeoffs

1. In the Takeoff tab, open or create a takeoff.
2. Locate the Tags section in the left panel.
3. Select a Tag Value from the dropdown.

Selecting None removes the assigned value.

IMPORTANT
Tags apply to the entire takeoff and all associated measurements.

Tag Preferences

STACK includes Takeoff Preferences that automatically apply previously used Tag values to new takeoffs.

1. Click your Profile icon.
2. Open Preferences.
3. Scroll to the Takeoff section.
4. Enable or disable Use last tag values when creating new takeoffs.
5. Click Save.

NOTE
Preferences are applied per-user and per-project.

Sticky Tags

When enabled, STACK remembers the last-used Tag values and automatically applies them to new takeoffs.

How Sticky Tags Work

• Measuring a takeoff stores its Tag values.
• New takeoffs automatically use those values.
• Updating Tag values updates remembered values.
• Measuring another takeoff replaces remembered values.
• New projects begin with no remembered Tag values.

Sticky Colors

STACK can also remember the last-used takeoff color.

How Sticky Colors Work

• Measuring a takeoff stores its color.
• New takeoffs automatically use that color.
• Updating a color updates remembered values.
• Measuring another takeoff replaces remembered colors.
• New projects start with a random color.

Managing Takeoff Tags

1. Open the Tags & Labels tab.
2. Locate the Tag.
3. Click the three dots menu.
4. Select:
   1. Add Value
   2. Edit
   3. Rename
   4. Delete

You can rename Tags, rename values, add values, delete values, and reorder values.

IMPORTANT
Editing or deleting a Tag updates it everywhere it is used within the project.

Labels

Creating Project Labels

Project Labels are only available within the current project.

1. Open the Tags & Labels tab.
2. Select the Labels section.
3. Click the + sign.
4. Select Create Label.
5. Enter a Label Name, such as Floor, Room, or Elevation.
6. Add Label Values.
7. Click Save.

TIP
Labels work best for detailed organization within the same takeoff.

Creating Company Labels

Company Labels are reusable across all projects.

Add Company Labels To Takeoffs

1. Open the Tags & Labels tab.
2. Select the Labels section.
3. Click the + sign.
4. Select Add Company Labels.

5. Toggle the company label you wish to add.

   NOTE
   The labels available are the ones that have been already creating in your company settings. See above.

6. Click Add.

A Label is a measurement-level category applied to individual measurements within a takeoff. A Label Value is the specific option assigned within that category.

• Label: Room
• Label Values: Room 101, Room 102, Room 103

Company Labels become available for all future projects.

Managing Labels

Labels can be edited, reordered, or deleted at any time.

1. Open the Tags & Labels tab or Company Settings.
2. Click the three dot menu next to the label.
3. Select:
   1. Add Value
   2. Edit
   3. Rename
   4. Delete

You can rename Labels, rename values, add values, delete values, and reorder values.

NOTE
Changes to Company Labels do not retroactively update Labels already assigned in existing projects.

Assigning Labels to Measurements

1. Open a plan.
2. Start measuring or edit an existing takeoff.
3. Locate the Labels section in the left panel.
4. Select Label values while measuring.

Labels can vary between measurements within the same takeoff.

Existing measurements can also be updated using the Edit tool.

Creating and Using Label Groups

Label Groups organize measurements into structured categories such as rooms, floors, buildings, elevations, phases, or CSI divisions.

A Label Group consists of:

• A Label Name (the group category)
• One or more Label Values (the options within the group)

For example:

• Label Group: Floor
• Label Values: Level 1, Level 2, Level 3

1. Select the Takeoffs tab.
2. Click on the Group by dropdown.
3. Select a tag by which to group by.
4. Select a Tag.
5. The Takeoff List updates to display grouped Tag Value sections.
6. Takeoffs without an assigned Tag Value appear in the None group.

TIP
Grouping by Labels makes it easier to organize measurements.

NOTE
Drag and drop label reassignment is only available while the Takeoff List is grouped by Label(s).

TIP
Use consistent Label Groups across projects to improve estimate and reporting consistency.

Using Label Groups

Once Labels are assigned to measurements, Label Groups can be used throughout:

• Estimate Worksheets
• Reports
• Filtering
• Grouping
• Roll Ups

Label Preferences

STACK includes preferences that automatically apply previously used Label values to new measurements.

1. Click your Profile icon.
2. Open Preferences.
3. Scroll to the Takeoff section.
4. Enable or disable Use last Label values when creating new Measurements.
5. Click Save.

NOTE
Preferences are applied per-user and per-project.

Sticky Labels

When enabled, STACK remembers the most recently used Label values.

How Sticky Labels Work

• Measuring with Labels stores those values.
• New measurements automatically use remembered values.
• Updating Labels updates remembered values.
• Measuring with different Labels replaces remembered values.
• New projects begin with no remembered Labels.

Using Tags & Labels in Estimates and Reports

Tags and Labels can be used throughout the Estimate Worksheet and reports to organize project data.

Available actions include:

• Filter by Tag or Label
• Group By Tag or Label
• Roll Up quantities and costs
• Assign Other Costs

This allows teams to organize reporting structures around CSI divisions, buildings, floors, rooms, phases, and elevations.

IMPORTANT
Takeoff Tags are not available in Material & Labor or Unit Cost estimates.

Importing and Exporting Tags

Import and export Tags & Labels using CSV files from the Tags & Labels tab within a project.

The CSV format uses a simple two-column structure:

• Tag,Value when working from the Tags tab
• Label,Value when working from the Labels tab

Exported CSVs can be reused across projects, and importing adds new Tags/Labels and values without replacing existing entries. Duplicate values are skipped automatically. For projects without existing Tags or Labels, Export provides a starter template CSV.

1. Select the Tags & Labels tab.

2. Click the three dot menu next to the +sign.

3. To Import:

   1. Choose Import Tags from CSV

   2. Navigate to the file.

   3. Select the file and click Upload.

4. To Export:

   1. Choose Export Tags to CSV

   2. The CSV file will be exported to your downloads folder.

NOTES
Imports are additive only and do not replace existing Tags or Labels.
Duplicate values are skipped automatically.
If the CSV contains formatting errors, the import fails and the line number is provided.

TIPS
Export Tags or Labels from an existing project to reuse the same structure in another project.
Use the exported template CSV for first-time setup or formatting reference.

Next Steps

• Apply Tags and Labels consistently across takeoffs and measurements.
• Group your Takeoff List by Tag Values.
• Use Tags and Labels within the Estimate Worksheet.
• Standardize reusable structures with Company Labels.

Related Articles

Estimate Worksheet Overview
Plan in Takeoff & Estimate

See how others use this feature in the STACK Community.

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