How to segment your work using tags

How to use Tags

Tags are really powerful. Let's see below what it means to use tags.

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
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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.

→ 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.

→ 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.

→ 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.

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