Tags are words or phrases associated with specific strategic entities that facilitate search, filter, and group the elements of your strategy.
Tags can be added along all strategic entities: Pillars/ Initiatives/ CSF/Goals /KPIs.
Tags can be created only by admin users in the new Tag Manager feature. Now see how to do it:
Create New Tag Group
1. Select Settings from the Main Menu; then click the Tag Manager:
2. Click New Tag Group:
3. When the Tag form opens, give your New Tag Group a name and include a small description (optional):
4. Then click Save.
5. The New Tag Group has been created.
Create tags
After creating the New Tag Group, the next step is associate new tags:
1. Choose the Tag group of Interest, then click Options (Three little vertical dots) and select New Tag:
2. Give your new tag a name and Save:
3. The new Tag has been created.
Edit tags
After creating a New Tag group or a Tag, if it's needed to edit:
1. Select the New Tag group or Tag of interest.
2. Click on the Options (three little vertical dots) and select edit:
New tag group
Tag
3. Then change the information and click Save.
4. The New Tag group or Tag has been edited.
Delete Tags
Delete New Tag groups or tags is easy as editing them:
1. Select the New Tag group or Tag of interest.
2. Click on the Options (three little vertical dots) and select Delete:
3. Confirm that you want to delete:
4. The New Tag group or Tag has been deleted.