Understanding Tags

A tag is keyword that describes a view and can help you categorize and find views. You can add tags to any view on the server that you have access to and you can delete any tags you have added.

Add Tags

You can add tags to any view on the server that you have permission to access. Tags are not case sensitive and are converted to lower case when you add them.

To add tags to a single view:

To add tags to multiple views:

If you have an Interactor license level, you can also add tags to multiple views at once.

 

  1. Navigate to the a list of views or workbooks.

  2. Click the Actions link at the top of the list.

     

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  3. Select one ore more items in the list.

  4. Click Tag in the toolbar and then select a tag. Tags you've recently used are shown; click Add to add any others.

     

    tags1.png

     

 

Delete Tags

You can delete any tags that you have created.

To delete tags from a view:

  1. Navigate to the tagged view.

  2. Click the 'x' next to the tag you want to remove.

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