How to Use Tags #

Tags allow you to color-code and organize both initiatives and resources across your account.

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Setting Up Your Tags #

1. Navigate to your Account settings.
2. In the top bar, locate Tags on the far right-hand side.
3. Click to add a new tag and choose a color code for it.
4. You can update the color of any tag at any time, even after it has been created.

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Applying Tags to Resources #

1. Go to the Resources section. You will see a Tags column in the list view.
2. Select Edit on the resource you want to tag.
3. Choose the appropriate tag from the options.
4. Click Submit to save.

You can also manage your tags directly from this view without needing to return to Account Settings.

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Applying Tags to Initiatives #

1. Open the Initiatives Planning Tool.
2. You will see a Tags column in the initiatives list.
3. Select Edit on the initiative you want to tag.
4. Click the tag that best categorizes the initiative.
5. Click Confirm to save.

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Important Notes on Tag Behavior #

• Tags are personal to your account and will follow you across all companies or firms you are associated with.
• If you are a firm owner and have the navy navigation bar, set up your tags through your Account settings in the same way. Those tags will carry across all of your client instances.