You can apply tags to accounts, people, plays, and tasks. Tags are words, or combinations of words, that you can use to add more context. You can associate a specific color to a tag.
This article covers the following topics:
- Adding a tag to an account or person
- Adding a tag to a play
- Adding a tag to a task
- Assigning a color to a tag
Adding a tag to an account or person
Follow these steps to add a tag to an account or person.
- Navigate to an account or person's profile page.
- Navigate to the Overview panel on the right side and click its action menu.
- Type in a Fill in the value under Tags.
- Click Save.
Adding a tag to a play
You can add tags to new or existing plays. Follow these instructions to add a tag to a play:
- Navigate to the Plays app and select the play you want to edit.
- Click the action menu.
- Click Edit.
- Fill in the Tags field.
- Click Save.
Adding a tag to a task
You can add tags to new or existing tasks. To add a tag to a task:
- Navigate to the Tasks app and select the task you want to edit.
- Click the action menu.
- Click Edit.
- Fill in the Tags field.
- Click Save.
Assigning a color to a tag
You can associate a specific color to a tag. Wherever the tag is used, it will appear in the configured color.
- Navigate to the Settings app in the app menu.
- Click on Tags under the Configuration tab.
- Type the name of the tag under the Tag field.
- Choose a color.
- Click Save.
The color palette also offers a wide variety of colors to choose from to organize and coordinate your tags better.
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