Add a Tag

How to add tags to optimize search capabilities

You can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow

Adding Tags to your Organization can help you search, sort, and identify projects, assets, locations, and members. 

  1. To create a Tag, start from the Admin panel in the navigation dashboard on the left side of your screen.
  2. Once in the Admin panel, click on the button in the top menu that says Tags.
  3. Click the button that says +ADD to create a new Tag.
  4. A box will appear with an orange highlight awaiting a name for the new Tag.
  5. Enter the name you wish to use for the new tag and hit enter or click away from the box. 
  6. The Tag will automatically save and be ready to add wherever you want to use it.