Tags help you categorize items across your templates. Once created, a tag can be applied to items and used to filter for items with that tag.

Accessing tags

1. Click your account name in the upper left corner of any page.
2. Click Account Settings.
3. In the Settings section, under Features, click Tags.

Creating a tag

1. On the Tags page, click + New tag.
2. Enter a name and choose a color.
3. Click Create Tag.
4. Assign a color to the tag for easier identification.
5. Under "Used in" select Assessments (You can also choose Initiatives if you would like to use the tag in initiatives as well as Assessments)

The new tag has been created and can be assigned to items in Assessment templates or while conducting an assessment.

Editing a tag

1. Find the tag you want to update and click its overflow menu (...).
2. Click Edit tag.
3. Update the name or color, then save your changes.

Any items with the edited tag automatically show the update.

Deleting a tag

1. Find the tag you want to remove and click its overflow menu (...).
2. Click Delete tag.
3. Confirm the deletion.

Deleting a tag removes it from any items it's been applied to.

NEW Join our MSP Power-Ups - Free 15-minute micro-workshops + live Q&A with our Lifecycle Manager experts. Sign up here to reserve your spot.