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Creating and Managing Tags

How do I create and use tags?

Note: Only admin users can create tags. All users can add tags to requests.

You can use tags to categorize your organization's requests using any criteria you choose. Possibilities include:

  • Tagging requests from the media
  • Tagging requests by degree of complexity
  • Tagging requests that are awaiting payment or some other requester response

This document covers how to create tags. For information about how to add a tag to a request click here.

Click on a link in the list to jump to that section:

 

 

How to create a tag

Steps for creating a tag

  1. Sign in to your account
  2. Click the ADMIN link in the header
  3. Click the Tags link in the sub-header   Screen Shot 2021-09-28 at 9.30.24 PM
  4. Click the CREATE TAG button
  5. Enter a tag name and (optional) description
  6. Click the SAVE button

 

 

How to edit a tag

Steps for editing a tag

  1. Sign in to your account
  2. Click the ADMIN link in the header
  3. Click the Tags link in the sub-header
  4. Click the Edit icon () next to the tag you want to edit
  5. Edit the tag name and description
  6. Click the SAVE button

 

 

How to deactivate a tag

Steps for deactivating a tag

  1. Sign in to your account
  2. Click the ADMIN link in the header
  3. Click the Tags link in the sub-header
  4. Click the deactivate button next to the tag you want to delete
  5. Click OK

Things to know:

  • Because you can now deactivate tags, you can also activate them again if you decide you want to use them. Turn on the toggle for "show deactivated tags" to add deactivated tags to your list of tags, and then click Activate to reactivate them.
  • Deactivated tags cannot be edited. If you need to edit a deactivated item (for example to free up the name), first reactivate the item, then deactivate it again when you are done editing
  • A deactivated tag will not be shown in the tag selection drop-down on the request page or the tag filter on the All Requests page. A deactivated tag that was previously added to a request will still be displayed and can be removed.

 

How to create categories for your alerts

If your portal has a large amount of alerts, categories will help you organize them into customizable groups. When you click on the Alerts subheader, you'll now see two tabs - one for the alerts and one for categories.

Steps for adding a category:

  1. Log into the portal
  2. Click the Admin tab
  3. Click the sub-header for Alerts
  4. Click the Categories tab
  5. Click Create Category on the right
  6. Enter your category's name and (optional) description
  7. Select any pre-existing alerts that you'd like to put into this category
  8. Click SAVE

 

How to edit a category

You can edit categories by clicking the pencil icon in line with the category.

Steps for editing a category:

  1. Sign in to your account
  2. Click the ADMIN link in the header
  3. Click Alerts in the sub-header
  4. Click the categories tab
  5. Click the Edit icon () next to the alert category you want to edit
  6. Make any edits to the Name and text of the category
  7. Click the SAVE button

 

How to delete a category

Unlike alerts and other features in the admin panel, categories can be deleted instead of deactivated.

Steps to delete a category:

  1. Sign in to your account
  2. Click the ADMIN link in the header
  3. Click Alerts in the sub-header
  4. Click the Categories tab
  5. Click the trash can icon next to the edit icon
  6. Click the deactivate button next to the alert you want to deactivate
  7. Click OK