Tags help you categorize assessment items, initiatives, clients, and playbooks. Your account has one shared list of tags, and each tag can be used in one or more of these areas. 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. Assign a color to the tag for easier identification.
4. Under Used in, choose one or more of Assessments, Initiatives, Clients, and Playbooks. Areas you don't have permission to manage show No permission and can't be selected.
5. Click Create Tag.

The new tag is available right away in the areas you chose.

Editing a tag

Find the tag you want to update and click any field to make changes:

• Color
  Change the tag's color.
• Tag
  Change the name of the tag.
• Used in
  Add or remove domains that the tag can be used in (Assessments, Initiatives, Clients, Playbooks)

Changes apply automatically, and any items with the edited tag immediately 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.

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