In order to create a tag, go to the main menu, click the admin button, and then the Tags option.
To create a new tag, click on the red + New Tags in the top right-hand corner.
From there, type the name of the tag in the box next to Name.
If you are a larger organization that has child orgs and want them to be able to use the tag as well, then click the box next to “Inheritable” so the tag will be available in their child orgs, otherwise, the tag will only be accessible in the current org.
If you do make it inheritable, it will be available to ALL of the child orgs, you cannot pick and choose. If you would prefer to have certain ones with them and others that don’t, you can create tags within the child org.
You are also able to change the color of the tags. This is especially useful if there are important tags that you want to stand out
You can change the coloring by clicking on the background and foreground options.
You can either manually type the color code if you know what it is, or by clicking on the color you would like from the box that appears.
We support the color hex codes, to learn more you can click here:
The foreground will change the text color, and the background will change the background behind the text.
Make sure that you select the red "Create Tag" button in the top right-hand corner when you are done, the system does not automatically save any changes