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Managing Tags

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Bytimothy A
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Overview: 

Managing tags allows you to create, update, and organize labels used to categorize and group records within the system. This helps improve data organization, filtering, and search efficiency across different areas of the platform.

Follow these steps to manage tags:

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 3: You will then be taken to the Settings page. Click on Tags to continue.

Step 3: You will then be taken to the Settings page. Click on Tags to continue.

Step 4: You will be taken to the Tags section.

Step 4: You will be taken to the Tags section.

Step 5: If you want to add a new tag, enter the title and click the Add button. It will then be added to the list of tags.

Step 5: If you want to add a new tag, enter the title and click the Add button. It will then be added to the list of tags.

Step 6: If you want to delete a tag, click the three-dot menu, and the Delete option will appear. Click it, and if prompted to confirm, click Yes.

Step 6: If you want to delete a tag, click the three-dot menu, and the Delete option will appear. Click it, and if prompted to confirm, click Yes.

Step 7: If you want to edit the name of a tag, hover over the tag title and a pencil icon will appear. Click it to edit the name directly in the text box.

Step 7: If you want to edit the name of a tag, hover over the tag title and a pencil icon will appear. Click it to edit the name directly in the text box.

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