Tags make searching and filtering easier by allowing you to tag Agenda Items with searchable keywords. You can add tags in advance or tag items directly in Item Settings.
This article will show you how to add, edit, and delete tags from your Settings page.
Add a Tag
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
On the Global Settings page, click the Tags tile:
On the Tags page, click the New Tag button:
Type your tag into the Tag Name field:
Click Create Tag to save the new tag and return to the Tags page, or click Create and Add New to save the new tag and immediately begin creating a new one:
Your new tag will appear in the list:
Edit a Tag
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
On the Global Settings page, click the Tags tile:
Click the Edit button (purple pencil icon) to the right of the tag you want to edit:
On the Edit Tag dialog, click into the Tag Name field and edit the tag text as desired:
Click the Save Changes button:
The updated tag will now appear in the Tags List:
Delete a Tag
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
On the Global Settings page, click the Tags tile:
Click the Delete button (red trash can icon) to the right of the tag you want to delete:
Click the Delete Tag button to confirm the deletion:
The tag will no longer appear in the Tags List:
