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How to segment your work using tags
Updated over 2 months ago

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

  • Click on the 'New Tag' button

  • Name your tag

  • Select a color for your tag and confirm

Capture_d_e_cran_2020-10-31_a__17.44.39.png

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

Capture_d_e_cran_2020-10-31_a__17.48.17.png

→ 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

Capture_d_e_cran_2020-10-31_a__17.46.23.png

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

Screenshot_2022-01-28_at_17.41.00.png

→ Assigning tags to team members

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

Screenshot_2022-01-28_at_17.42.45.png

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

Screenshot_2022-01-28_at_17.55.15.png

→ Assigning tags to team members

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

Deleting a tag

  • 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.

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