Tags are used within the system in a variety of ways. Their main purpose is used within the file resource area within workflows. Tags can be created from either the tag management section or via the workflow itself.
You can see all tags by navigating to the ‘Tags’ page under the administration section. This page will display all tags available on the system. Existing tags can be edited using the ‘Pen’, where you will be able to adjust the name or colour associated with the tag. They can also be removed using the ‘Bin’ icon.
New tags can be created by navigating to the ‘Tags’ page under the administration section and clicking on the ‘New Tag’ button at the top right of the page. This will add a row to the table below, where you will need to add a “Name” and a “Colour“ to your tag. Clicking the ‘Tick‘ icon will save your tag, whereas clicking the ‘X’ icon will remove it.
