Tags are the ability to assign an identifier to an object. Tags can be assigned to contacts, tasks, custom data, documents, and file notes. You can create, edit, and delete the tags in your database by going into Admin > Additional Settings > Tags.
In most cases tags are used to categorise objects in Actionstep, although there are other uses like assigning an icon to a tag so that it shows next to a contacts name.
Creating New Tags
When looking at the list of your tags in your system (Admin > Additional Settings > Tags) you can create a tag by clicking the Create Tag button to the top right of the list.
This will bring up a dialogue that has the basic details of the Tag you want to create.
Just fill in the options given. See below for further clarification on each of the options.
|Name||The name of the Tag that you will create. We would recommend keeping Tag names short and concise if you can help it as it makes it a bit easier to use.|
|Description||A basic description of the tag. You can give users more details of what this tag should represent by filling in this description.|
|Parent Tag||You are able to group your tags together by making the tag you are creating a child to an existing tag (Making that other tag the parent tag). This is not mandatory but could be a good way for you to organise your tags. For example you could have a tag called "Client Contact" but under that it has options "Phone call", "Meeting", "Email", etc.|
The icon can be important as it will be something that your users can use to help identify a tag quickly and easily. As time goes by your users will identify a tag more by the image than by the name.
Click on the link "Choose an icon" to see the options that you have to choose from. Just click on the icon you would like to use to select it.
Hovering the cursor over an icon will show you a slightly enlarged version of the icon.
Tags can be used in various different parts of Actionstep. Some tags that you create will be useful for some functions only. Tick the box beside what you would like to use the tag for.
Edit an Existing Tag
Just click on the name of an Existing Tag from the Tags List (Admin > Additional Settings > Tags). This will open the dialogue you see when you create a new one. Change the value you want to and click Save.
Delete a Tag
To delete a tag just open your list of tags (Admin > Additional Settings > Tags) and tick the box beside the tag or tags you want to delete. From the tool bar above choose the Delete Option.