Create and Manage Tags

This document covers how to create and manage tags. You can use tags to categorize your organization's requests using any criteria you choose. Possibilities include:

• Tagging requests from the media.

• Tagging requests by the degree of complexity.

• Tagging requests that are awaiting payment or some other requester response.

• Keep track of requests for major incidents.

Important Notes

• Only Admin users can create tags.

• All users can add tags to requests.

• For more information on how to add tags to requests, review the Add a Tag to a Request section of the Request Management Guide.

Tags

Create a Tag

1. Log into your account

2. On the Admin drop-down menu, click Tags

3. Click the Create Tag button

4. Create a Tag Name

5. (Optional) Add a Description and assign a Category.

6. Click the Save button

Edit a Tag

1. Log into your account

2. On the Admin drop-down menu, click Tags

3. Click the Edit button (pencil icon) next to the tag you want to edit

4. Edit the Tag Name

   Note:

   This is a required field, indicated by the asterisk next to the field's name.

5. (Optional) Update the Tag Description

6. (Optional) Select the tag's Category using the drop-down menu

7. Click the Save button (green circle with a checkmark) in the Actions column to save changes

Deactivate A Tag

Important Notes

• Because you can now deactivate tags, you can also activate them again if you decide you want to use them. Turn on the toggle for "show deactivated tags" to add deactivated tags to your list of tags, and then click Activate to reactivate them.

• Deactivated tags cannot be edited. If you need to edit a deactivated item (for example to free up the name), first reactivate the item, then deactivate it again when you are done editing

• A deactivated tag will not be shown in the tag selection drop-down on the request page or the tag filter on the All Requests page. A deactivated tag that was previously added to a request will still be displayed and can be removed

1. Log into your account

2. Open the Admin drop-down menu and click Tags

3. Click the archive button (file cabinet icon) next to the tag you want to remove

4. Click the Ok button on the pop-up message that reads: Are you sure you want to archive this tag?

Tag Categories

If your portal has a large number of tags, categories will help you organize them into customizable groups. When you click on the Tags sub-header, you'll now see two tabs - one for the tags and one for categories.

Add a Category

1. Log into your account

2. Open the Admin drop-down menu and click Tags

3. Select the Categories tab

4. Click the Create Category button at the upper right above the list of tag categories

5. Enter the Category Name

6. (Optional) Add a Description and Attach Tags that you want to associate with this category

7. Click the Save button

Edit a Category

1. Log into your account

2. Open the Admin drop-down menu and click Tags

3. Click the Categories tab

4. Click the Edit button (pencil icon) next to the tag category you want to edit

5. Edit the Category Name

   Note:

   This is a required field, indicated by the asterisk next to the field's name.

6. (Optional) Update the Category Description

7. (Optional) Edit the Tags Attached to the category

8. Click the Save button (green circle with a checkmark) in the Actions column

Delete a Category

Unlike tags and other features in the admin panel, categories can be deleted instead of deactivated.

1. Log into your account

2. Open the Admin drop-down menu and click Tags

3. Select the Categories tab

4. Click the Delete Category button (trash can icon) next to the category you want to delete

5. Click the Ok button on the pop-up message that reads, Are you sure you want to PERMANENTLY delete this category?