Initiative tags help you categorize Initiatives across your Roadmap. Once created, tags can be applied to Initiatives and used to filter both the client Roadmap and the Global Roadmap.

Accessing Initiative tags

1. Hover over the Settings icon () in the upper right of the screen and click Account Settings.
2. Click Initiatives from the left navigation panel.
3. Click the Tags tab.
   

Creating a tag

1. From the Tags tab, click + New Tag.
2. Enter a name and choose a color.
3. Click Create tag.

Editing a tag

1. Find the tag you want to update and click the edit icon ().
2. Update the name or color.
3. Click Save.

Deleting a tag

Find the tag you want to remove and click the delete icon. You will be asked to confirm before the tag is deleted. Deleting a tag removes it from any Initiatives it has been applied to.