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Organize with tags and custom fields#

Tags are labels for computers and users, such as a department name. Custom fields are additional columns you define, such as Location. Both help you find and group rows in a large team, for example every computer in one office. Tags and custom fields are available in the Computers and Users tables. Tags, notes, and custom fields are encrypted before storage.

Applies to#

  • Any Jump Desktop for Teams plan.
  • Team administrators. Admin (Read-Only) members can view tags and custom fields but cannot change them.

Add tags#

  1. In the Teams dashboard, open your team and click Computers (or Users).
  2. Choose the rows:
    • One row: click its Tags cell (+ if it has no tags).
    • Several rows: select them, then click Actions (or right-click a selected row) and choose Add tag. Existing tags are retained.

  3. Enter one or more tags, separated by commas, and click Save.

    Update Tags dialog with a field for tags separated by commas

Remove tags#

  • One row: click its tags. In Update Tags, click × on each tag to remove, then click Save.
  • Several rows: select them, choose Actions > Remove tag, click × on each tag to remove, and click Save.

Tags can also be edited in the Tags card of a computer's or user's details.

Rename a tag#

  1. Click Tags View. Rows are grouped by tag; rows without tags appear under Ungrouped.
  2. Click the edit icon on the tag.
  3. Type the new name and press Enter, or click away. The tag is renamed wherever it is used.

Find computers by tag#

Type a tag in the Computers search box, or click Tags View.

Add a custom field#

  1. In Computers (or Users), select the rows, then click Actions (or right-click a row) and choose Add custom field.

    Computers table with a row's right-click menu open and Add Custom Field highlighted 2. In Title, enter a new field name or select an existing one. 3. In Value, enter the value for the selected rows, and click Save.

The field appears as a column. If the column is not visible, enable it in Columns.

Edit or group by a custom field#

  • Edit a value: click the cell, type the new value, and press Enter or click away. In Computers, an empty value is not saved; to clear a value, delete the field instead.
  • Group rows: open the column header menu (⋮) and choose Group by the field.

Delete a custom field#

  1. Click the computer or user to open its details.
  2. In the Note card, click Show More.
  3. Click the delete icon next to the field, then click Delete.

This removes the field from that computer or user only.

Add a note#

A note is a single block of free text on a computer, a user, or an Access Group, such as where a machine is or who to contact about it. A custom field is a column you define; a note is one field per row, which Computers can show in its built-in Notes column.

  1. In Computers (or Users, or Access Groups), open the row.
  2. In Note, click Add Note (or Edit Note).
  3. Enter the text and click Save. Notes are formatted with Markdown. Press Ctrl+Enter to save, or Esc to cancel.

To delete a note, open the card's more menu (⋮) and choose Delete Note.

To read notes without opening each computer, show the Notes column in Computers. The column is hidden until you turn it on, and it is read-only. Each cell shows the first three lines as plain text; click a cell to read the whole note, and click the close control to dismiss it. Filtering and CSV export use the whole note, not the preview.

Custom fields on Access Groups#

Team administrators can also add custom fields to an Access Group. Admin (Read-Only) members cannot.

  1. In the Teams dashboard, click Access Groups, then click the group to open its details.
  2. In the Note card, click Add Custom Field, enter a Title and Value, and click Save.

The field appears in the group's Note card. It does not appear as a column in the Access Groups table.