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How To Set Up Tags

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Written by Alyssa Szeto

Tags are a powerful and flexible way to organize lessons across different Disciplines, Themes, Categories, and more.

Tags can be used in multiple ways, such as:

  • Grouping similar lessons

  • Filtering and refining search

Your tags list can evolve and change, and can be edited any time by an administrator.

Only system administrators can manage tags

To create tags

  1. As an admin, click your avatar icon at the top right corner.
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  2. Click Admin Settings
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  3. Select the Tags tab
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  4. Add new tags

Both lessons and projects can have tags applied.


Ideas on how to use tags

Tag Type

Example

When to use

Departments

Engineering, Procurement, Estimating

When lessons are owned or actioned on by specific business units

Impact

High Impact, Medium Impact, Low Impact, Cost Impact, Schedule Impact

When your organization wants to understand how this lesson impacted outcomes

Risk Level

High Risk, Medium Risk, Low Risk

To evaluate which lessons require action items

Theme

Communication, Resources, Planning

Classify why an issue occurred

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