TradeZella allows you to create and delete tags from the tag management page, trade trades tracking page, and daily journal page.
In this article, we will go through creating and deleting tags and tag categories from the tag management page.
Tag Management Page
To go to the Tags Management page, use the direct link.
Alternatively, click on the Profile icon in the lower-left corner of your screen. A drop-down menu will appear. From the drop-down menu, click on the Settings button, which will take you to the TradeZella settings page. From there, click on the Tags Management tab.
On the Tags Management tab, there are two sections: Categories and Tags. You can switch between these tabs from the top of the page.
Creating and Deleting Tag Categories
In the Categories tab, you can create new categories or delete existing ones. To create a new tag category, follow the instructions below:
Click on the “Add Category” button.
Name the category.
Select the color.
Click on the “Create” button.
A new tag category will be created, and you can create tags under this category.
To delete a category, click the three-dot icon next to the category name and select the “Delete” option from the dropdown menu.
Creating and Deleting Tags
In the Tags tab, you can create new tags and also delete existing ones. To create a new tag, follow the instructions below:
Click on the “Add Tag” button.
Name the tag.
Select the category under which you want to create the tag.
Give the tag a description.
Click on the “Save” button.
A tag will be created under the selected category name.
To delete a tag, click on the three dots icon next to the tag name and select the “Delete” option.
Reset to Default: You can also reset all the tags to default tags.
Reset your tags to the default list of TradeZella tags by clicking on the “click here” button on the Tags tab on the Tags Management page.
A pop-up will appear; type “RESET TO DEFAULT TAGS” in the field, and click on the “I’M SURE, RESET TO DEFAULT TAGS” button.
Note: This will clear all of your tags and reset to the default TradeZella list.
You can also create tags and tag categories when applying tags to the trade tracking page and daily journal page! For more details, check out our help article on applying tags.
By effectively managing your tags, you can maintain a more organized and insightful trading journal, allowing you to analyze your trade more efficiently and make informed decisions.
Need further support? Contact our support team at support@tradezella.com.