Creating and Tagging Sites and Areas

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

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

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.