Tags are a handy identifier, allowing users to refine large lists of data based on categories and groups. For example, a user could group a set of departments as a business unit by creating a tag for that business unit, and then assigning that tag to the relevant departments.
The following modules support tags:
- IT Plans
- IT Infrastructure
- Exercise Requirements
- Internal Contacts
- Exercise Requirement
- Management Reviews
- Bullhorn Messages
While editing or creating a new item from any of the above modules, locate the Tags field, and enter the name of the category or group in the Tags field.
To search for existing tags currently in use, enter the percent symbol (percentage) to display a drop down list of existing tags. The list will only display a shortlist of items, but if add letters after the % you can narrow down the list to the specific item you are trying to find.
Create a new tag by typing the text into the field, pressing the enter button when finished. This will create a visual tag reference in the field.
Delete an existing tag by clicking the "x" on the right of the gray box that appears around the tag.
Deleting all instances of a tag will remove it from the system.