How to use Tags
Tags are really powerful. Let's see below what it means to use tags.
Use case | Example of tag setup | Effects on your activity |
A | Adding a tag to a new application
or an existing application | This allows you and your team to segment your work. This will group applications together and help you filter your application dashboard per tag. |
B | Adding the same tag to a process & to one or several users | The user(s) will only see the tagged process in their account, as well as applications created for this process |
C | Adding the same tag to a portal & to one or several users | The user(s) will only see the tagged portal and related applications in their account. |
In order to build any of the above scenarios, you'll need to start with Step #1 and the concerned Use case as described below.
📌 Mandatory Step: Creating a tag
Go to Resources>Tags
Click on the 'New Tag' button
Name your tag
Select a color for your tag and confirm
Use case A: Segmenting your applications thanks to tags
In the following section we'll cover the use case A as described below. Note that there are 2 options.
Use case | Example of tag setup | Effects on your activity |
A | Adding a tag to a new application
or an existing application | This allows you and your team to segment your work. This will group applications together and help you filter your application dashboard per tag. |
→ Adding your tags when creating an application
Click on the 'New Application' button in the header
Fill out the information
At step 2, type in '#' to see your current list of tags or just add your new tag name and press enter
Pick or add one tag and repeat
→ Adding your tags in an existing application
This is another alternative to the above setting if you want to tag already created applications.
Go to Applications and open the client application you want to work on
Go to the 'More Options' tab in the Sidebar
Scroll down, click on the pencil icon ✎ and type in '#' to see your current list of tags
Pick one tag and repeat
Use case B: Assigning specific processes and applications to someone from your team
In the following section we'll cover the use case B as described below.
Use case | Example of tag setup | Effects on your activity |
B | Adding the same tag to a process & to one or several users | The user(s) will only see the tagged process in their account, as well as applications created for this process |
→ Adding one or several tags to your processes
Go to your Processes and pick one from the list
Click on Configuration>General to access the section where you'll be able to add tags
Type in your Tags in the related field to select one from your existing tags
You can create a tag from there as well, just type the new tag's name
→ Assigning tags to team members
This can be managed under the 'Company settings tab'.
Click on your User profile picture>Set up Team> Users>Team members
Mouse over your team members and click on the Gear icon
Add the related tag in the 'Assigned tags' field
Move on to the second team member and repeat the above steps
Use case C: Assigning specific portals applications to someone
In the following section we'll cover the use case C as described below.
Use case | Example of tag setup | Effects on your activity |
C | Adding the same tag to a portal & to one or several users | The user(s) will only see the tagged portal and related applications in their account. |
→ Adding one or several tags to your portals
Go to your Portals and pick one from the list.
Enter the related portal and click on Configuration>General to access the section where you'll be able to add tags
Type in your Tags in the related field to select one from your existing tags
You can create a tag from there as well, just type the new tag's name
→ Assigning tags to team members
This can be managed under the 'Company settings tab'.
Click on your User profile picture>Set up Team> Users>Team members
Mouse over your team members and click on the Gear icon
Add the related tag in the 'Assigned tags' field
Move on to the second team member and repeat the above steps
Deleting a tag
Go to Resources>Tags
Click on the dropdown arrow ▼ in the View Applications button
Click on 'Delete Tag' and confirm
Viewing applications under one tag
Head over to Resources>Tags and click on the 'View applications' button of the related tag. All applications tagged under this label will show on the page.