Company's can choose if they wish to use Tags.
Tags can be added to Actions, Initiatives, Objectives, Risks or Issues.
You can then use Tags to filter report widgets or filter the Value Creation Plan.
1) Creating Tags
To make reporting easier, a company has decided to use tags by region.
The Company Administrator goes to Company > Admin > Preferences
Select "Tags Management" from the list.
Double click in the Configuration Details to edit the information in the right hand panel.
Click + Add Tag to create a new row and edit the name.
Click Save on the top left to keep your changes.
2) Adding a Tag
To add a Tag to an Action, Initiative or Objective you need to Edit the object:
Object | My Space | Company | Value Creation Plan |
Action | If you can see the object from My Space, you can click on the 3 spots (...) and select Edit... ![]() |
Company > Actions board will allow you to click on the 3 spots (...) and select Edit Action. | From the Value Creation Plan add the column Tags. Then double click to use the drop down to add / remove Tags. ![]() |
Initiative | View the Details for Initiatives or Objectives Click on the Edit button: ![]() |
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Objective | |||
Risk | N/A | View the Details for Initiatives or Objectives Scroll down to the Risks & Issues Panel. Click on the 3 spots (...) and select Edit... |
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Issue |
The pop up window shown will allow you to select Tags from the drop down list, then click OK.
3) Using Tags in Reports
From Company > Reports, widgets will allow you to add columns or filter the data for Tags.
When creating a widget (e.g. Tabular View), you may have the option to include Tags:
If you have an existing widget where you need to add / remove the Tags column, click on the cog icon:
Click on the funnel icon in the top right of a widget:
If applicable, you will see the option to filter by tag:
4) Editing an existing Tag
The Company Administrator goes to Company > Admin > Preferences
Select "Tags Management" from the list.
Double click in the right hand panel, to allow you to make edits to Tags.
To edit the name of a Tag double click again on the name.
To delete an existing Tag, hover your mouse over the name of a Tag.
A red icon will appear on the right hand side which allows you to delete the Tag.
Remember to click Save on the top left after any changes have been made.