Tags

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.

1. Navigate to an account or person's profile page.
2. Navigate to the Overview panel on the right side and click its action menu.
3. Type in a Fill in the value under Tags.
4. 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:

1. Navigate to the Plays app and select the play you want to edit.
2. Click the action menu.
3. Click Edit.
4. Fill in the Tags field.
5. Click Save.

Adding a tag to a task

You can add tags to new or existing tasks. To add a tag to a task: 

1. Navigate to the Tasks app and select the task you want to edit.
2. Click the action menu.
3. Click Edit.
4. Fill in the Tags field.
5. 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.

1. Navigate to the Settings app in the app menu.
2. Click on Tags under the Configuration tab. 
3. Type the name of the tag under the Tag field.
4. Choose a color.
5. Click Save.

The color palette also offers a wide variety of colors to choose from to organize and coordinate your tags better.