Tags Summary Page
As an administrator, you can manage all tags in bulk from the settings page. Open the settings from the left navigation menu and select tags. A list of all tags in the current company you are working in will appear on this page.
Quick Steps to Access Tags Summary Page
Settings
Tags
On this page, all tags used in the company is listed. This include tags used in processes, value streams, activities, managed documents and attachments.
The number under each heading indicates the number of times the tag is used in that particular object.
Filter bar appears at the top of the page where tags can be searched
Export, Delete and Add buttons in the top right corner
Tags are listed
Headings can be sorted in ascending/descending order or alphabetically by clicking on them
Pages can be scrolled at the bottom
Quick Steps to Add a Tag
Select the green Add button. Add Tag card will appear
Type the title of the new tag
Select Add Tag button
The new tag will appear on the tags list
The system will not allow duplicate tags to be created.
Quick Steps to Delete Tags
Select all the tags you want removed by clicking in the square before them
Select the delete button
A confirm deletion card will appear, click yes to confirm the deletion of the tags you selected
Be careful when deleting tags as once they have been deleted, it cannot be undone
Quick Steps to Update Tags
Select the tag title in the list. The update tag box will open
Edit the title of the tag as needed
Select the green update tag button
Only the title can be updated and not where the tag is used. This has to be done within the object itself or on the object summary page using bulk change feature
Read more about adding new Process Tags, Managed Document Tags, Activity Tags, Attachment Tags