Tags

Create a New Client or Project Tag

1. Navigate to “System” > “Tags”

2. Select “Project Tags” or “Client Tags” as applicable

3. Click “Add Tag”

4. Enter the tag name in the “Name” field

5. When adding a project tag, select the appropriate project tag group

6. Click “Save”

Edit a Tag

1. Navigate to “System” > “Tags”

2. Select the tag you want to edit and update the details shown in the right-hand panel

3. Click “Save”

Delete a Tag

1. Navigate to “System” > “Tags”

2. Select the tag you want to delete

3. Click “Delete”