New tags are added on-the-fly; you create them as you use them (you do not create them prior to tagging)
You can add (or remove) a tag anywhere you see the tag ribbon, on a project or company record. In the Compact View or Report Page:
- Click on the ribbon > enter tag name where you see Add Tag > Press Enter (to create the Tag Pill) > click the Save Tags button
- You can add upto 25 tags per project/company
- max 16 characters per tag
- letters and numbers only
- all lower case (uppercase will be automatically converted)
- as you type, existing tags that match your text will list below. Pick an existing tag or simply finish typing the new tag
- Click the x in the tag pill anytime to remove a tag (untag) from the record
You can also tag from the List view, adding tags to single or multiple projects/companies at a time:
Important
- Once a tag has been removed from all records, it will no-longer exist
- You can also delete a tag on My Tags page (My Tools > Tags > click the check-box next to a tag then select Delete at the bottom of the page)