Working with Tags (Admin)

In this article:

• Creating New Tags
• Edit an Existing Tag
• Deleting a Tag 
• Where Do My Tags Appear?

Tags are the ability to identify an object in your Actionstep system. Tags can be assigned to contacts, tasks, custom data, documents, and file notes. In most cases, tags are used to categorize these different components. When working with tags, you can assign an icon to a tag so that you can more easily identify what kind of tag it is. 

Creating New Tags

An admin can create the tags you want to use in your system.

To do this:

1. In Actionstep, go to Admin > Additional settings. The Additional Settings page appears.
2. Click Edit in the Tags section. The Tags List page appears.
3. Click Create Tag. The Create Tag window appears.
4. Complete the following fields:
   • Name: Enter the name you want assigned to this tag. It is recommended that you keep tag names short to improve ease of use. 
   • Description: Enter a basic explanation of the tag, for example, a brief description of when or why the tag should be used.  
   • Parent Tag: Click this drop-down list to choose a category you want to group similar tags under. For example, you might have a Client Contact tag that includes Phone call, Meeting, Email, tags as part of it. This field is optional. 
   • Icon: Click the link to browse and select an icon to associate with the tag. 
   • Location: Select the different areas in Actionstep where you want the tag to be available. (For more information, see the section, Where Do My Tags Appear?, below.)
5. When finished adding the details for the current tag, either select Create another to save your current tag and create another new one, or click Save to save the tag and close the window. 

Edit an Existing Tag

You may need to make changes to tags you're currently using.

To do this:

1. In Actionstep, go to Admin > Additional settings. The Additional Settings page appears.
2. Click Edit in the Tags section. The Tags List page appears.
3. In the list of tags, click the name of the tag you need to update. The Edit Tag window appears.
4. Make your changes and click Save. 

Deleting a Tag 

You can delete tags you no longer want to use.

To do this:

1. In Actionstep, go to Admin > Additional settings. The Additional Settings page appears.
2. Click Edit in the Tags section. The Tags List page appears.
3. Select the tag(s) you want to delete and click Delete.
   
   

Where Do My Tags Appear? 

You can apply or view tags in the following locations in Actionstep:

• Documents 
• File Notes
• Participants
• Tasks

For Documents 

You can assign a tag to a document when you're uploading it to a specific matter:

You can also assign a tag by viewing the document's Properties:

Tags assigned to a document are viewable on the Documents tab when the document is selected: Please note that you cannot report on these tags or use them in an advanced search.

For File Notes

You can add a tag to a file note when creating or editing it.

You can also filter by file note tag to see only file notes with a certain tag. 

For Participants

If your Contact Record Overview page is configured to show tags, you can add your tag to a contact when creating or editing a contact record. You can select the tag from the Contact Tags section of the Create Contact window.

You can see tags assigned to a contact by viewing the contact record in the matter. 

For Tasks

You can tag a task when creating or editing a task. 

You can also set up a custom list view to see all tasks that have a tag or filter by a particular tag.