How to Create and Search Using Tags

You can now create tags for your sites, areas, and subareas. This is a really helpful tool for filtering data and and viewing reports. You might tag by geographic area, customer type, priority, etc.

How to Create a Tag

You must create a tag before you can begin using it to tag sites.
  1. Click on the Setup tab.
  2. Click “Tags” in the left-hand sidebar. This will bring up a list of all the tags you have created. (You can also click on the name of a tag to edit or rename it from this list.) 

  3. Click the “New Tag” button.
  4. Name the tag. Save, and you’re done!

How to Add a Tag

After you've created a tag, you can add it to any locations you'd like.
  1. Click on the Setup tab.
  2. Choose the location you want to tag. You can tag at any level of organization: a site, an area, or a subarea.
  3. Add the tag. Enter the name of the tag in the “Tags” field on the right-hand side of the screen. You can also click on the field and choose from a list of all your tags. (Note: You can’t create a new tag from this form. Please refer to “How to Create a Tag” to set up a new tag.)

  4. Add any additional tags you’d like. You can add multiple tags to sites for even more detailed reporting.
  5. Click the blue “Save” button.
Now, you can filter and run reports based on tags.