Creating a tag

1- Go to Resources>Tags
2- Click on the 'New Tag' button
3- Name your tag
4- Select a color for your tag and confirm

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Adding tags to existing applications

1-Go to Applications and open the client application you want to work on
2-Go to the 'More Options' tab in the Sidebar
3-Scroll down, click on the pencil icon ✎ and type in '#' to see your current list of tags
4- 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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Adding/creating tags when you create an application

1-Click on the 'New Application' button in the header
2-Fill out the information
3-At step 2, type in '#' to see your current list of tags
4- Pick one tag and repeat

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

Deleting a tag

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

Automatically tagging applications created through a portal

1/From the Resources>Client portals, pick the portal you'd like to attach to a tag or create a new one

2/Click on Configuration>General to create your tags

3/ Save

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Viewing all 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.

Assigning tags to team members

This can be managed under the 'Company settings tab'.

1/Click on your User profile picture>Set up Team> Users>Team members

2/ Mouse over your team members and click on the Gear icon

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So in the above example, our teammate will only see processes, applications and portals that have the 'VIP clients' tag.