➕ Adding Tags
A User can add Tags in one of two ways! You can add them directly from the Tags column, or you can add them in the Manage Tags dashboard.
📃 Adding from Column
While you are looking at a Project, Contact, or Entity report:
1. Click the + symbol to open a dialogue to add a Tag.
2. You can enter text to search or create a new Tag.
3. Click Add to add the Tag to the Project, Contact, or Entity.
📝 Note: You can add tags from inside a Project as well!
🪄 Adding from Tag Manager
Access Tag Manager
1. Click the ⚙️ Settings gear while in Active Projects.
2. Select Manage Tags.
🏷️ Adding the Tag
1. Click + Add New Tag.
2. Enter the Tag Name.
3. Click Create Tag to add it to your existing Tag list!
✒️ Editing Tags
To edit tags, we need to access the Tag Manager. View the Access Tag Manager section for the steps.
1. Locate the Tag you wish to edit, then click on the Edit pencil.
2. Update the Name of the ticket.
3. Click Rename to update the Tag.
Deleting Tags
To delete Tags we need to access the Tag Manager. View the Access Tag Manager section for the steps.
Locate the Tag that you wish to delete, and click the red trashcan Delete icon to remove it from your list and all attached Projects!
⚠️ Caution: Once a Tag has been deleted and removed from all Projects, if you need to re-add it, you will have to re-add it manually to those Projects.
