How to segment applications using tags

You can use tags to do a lot of things: group applications, assign incoming applications to a specific  group of team members, etc. 

Creating a tag

• Go to Resources>Tags
• Click on the 'New Tag' button
• Name your tag
• Select a color for your tag and confirm
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Adding tags to existing 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

⚡️ If you type in a tag that was not listed yet, it will automatically be created⚡️

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Creating/adding tags while creating a new 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
• Pick one tag and repeat

⚡️If you type in a tag that was not listed yet, it will automatically be created⚡️

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Deleting a tag

• Go to Resources>Tags
• Click on the dropdown arrow  ▼ in the View Applications button
• Click on 'Delete Tag' and confirm

Tagging applications created through a portal

• From the Resources>Client portals, pick the portal you'd like to attach to a tag or create a new one
• Click on Configuration>General to create your tags
• Save

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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.

Automatically assigning tags to team members

Read this article to create automations using tags​.
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