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 Tag group / 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:
3. Edit the name/description as desired.
4. Click save.
Delete Tag group / Tags
Important: To delete a tag group first delete the 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 / Tag has been deleted.