An explanation of tags
Tags are a powerful organizational tool in the Assessment Manager that help you categorize and manage your clients and assessments more effectively.
What Do Tags Do?
- Organize: Tags allow you to group clients, assessments, or reports based on shared characteristics or purposes, such as project type, team membership, or assessment status.
- Search Easily: Use tags to quickly find specific clients, assessments, or reports without needing to scroll through long lists.
How to Use Tags
You can add tags to individual clients or assessments as needed. Once applied, you can:
- Filter results by specific tags.
- Use tags as keywords to locate relevant items via the search function.
Where to Learn More
For a step-by-step guide on how to add and manage tags, check out Tutorial 3, which provides detailed instructions and best practices for maximizing this feature.