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Tags

Unlike fixed categories, tags allow users to freely add or customize labels to suit their specific needs.

Adding a New Tag​

Step 1: To create a new tag, click the "Add New Tag" option on the Tags home screen.

Add New Tag

Step 2: After clicking the option, a new window will appear, prompting the user to select a Tag Color and a Tag Name.

Select Color and Tag Name

Here the User must choose:

  • A unique color for the tag. A code representing the selected color will be displayed automatically

Tag Color

  • Specify a Tag Name: Enter a unique name for the tag to help identify it easily

Step 3: Once the details are finalized, the user must click the "Save" button to save the new tag.

After saving, the newly created tag and its details will appear on the Tags home screen.

Tag Details

Exporting Tags Data​

To download tag details, the user can click the ” Export" option next to the "Add New Tag" button.

Export

A new window will appear, allowing the user to choose the desired file type/format. There are three available options.

Choose-File-Format

After selecting the file format and clicking the “Download” option, the system will automatically download the data in the specified format.