How to Add or Remove Tags
How to Add or Remove Tags
Tags allow you to capture specific attributes—such as facility names, vendors, or specific campaigns—that are not captured in standard fields.
1
Navigate to the Information Tab
Open the specific case or record you wish to modify and ensure you are on the Information tab.
2
Locate the Tag Control
Find the + Add tag control located directly beneath the tab title.
3
Apply or Remove
- To Add: Click the control, type your desired text (e.g., test case), and press Enter.
- To Remove: Click the small "x" icon on the existing tag pill to delete it from the record.
Why tagging is essential
Effective use of tags ensures data integrity and simplifies case management for all Team members.
- Identify Test Data: Tagging training or test cases immediately marks the record clearly for everyone viewing the case.
- Table Customization: Add the Tags column to your case table view to filter and sort records during routine cleanup or audits.
- Pattern Tracking: Include tags in scheduled reports to identify trends related to specific donors, vendors, or campaigns.
Best Practices
Always use consistent naming conventions for tags across your team. For example, ensure everyone uses Test Case rather than variations like "Test" or "Training" to ensure your filters and reports capture all relevant data accurately.