Managing tags

Tags are a great way to help create a customized filing system to quickly and easily organize your assets.

  1. Navigate to the Assets screen.
  2. Choose a situation and follow the corresponding steps.
    Situation Steps
    Manage available tags
    1. Select Manage tags, found next to Filter by tags, to open a list of all tags.
    2. Choose the desired action:
      • To edit a current tag, click in the tag name field and type the update.
      • To delete a current tag, click the trash can icon next to the name of the tag.
      • To create a tag, click Create a tag, type a tag name in the new field that appears, and select Save.

    You can change the color of tags by clicking the tag icon and selecting a color from the available options. Tag colors make it easier to distinguish between the tags once they are applied to the assets.

    Assign a tag to an asset or group of assets
    1. Select the check box to the left of any assets that you'd like to include.
    2. Select Tag at the bottom of the screen.
    3. Select the tag that you'd like to assign to your selected assets.

    Once assigned, the tag appears below the asset name.

    Remove a tag from an asset or group of assets
    1. Select the check box next to any of the assets.
    2. Select Tag at the bottom of the screen.
    3. Select a tag to remove it.