How can I use tags in my space?

A space owner can create the tags for use by everyone else in the space.  Tags can be added to conversations, tasks, events, or documents.  You will see the tags when viewing all items on a tab or you can use a specific tag or tags to filter the items on the page.

To create the tags, open the space you wish to update.  Then click the drop-down arrow next to the Tags header under the plus sign (+) in the upper right. Choose “Manage tags” from the drop-down menu. Next, click “+Add tag” in the upper right.  A new field will appear at the top of the Manage Tags screen where you can type in the tag name.

To filter by tag, click the drop-down arrow next to the Tags header under the plus sign  (+) in the upper right of the screen. Choose “Select multiple” from the drop-down menu. Click in to the “add or select tags” field, select one or more tags, and then click “Done.”  Any items containing that tag will appear on your tab. 

To change the tag on an item, click the conversation, task, event, or document to open up the details window. Remove any existing tags by clicking the X next to the tag.  Click the plus sign (+) on the right side, next to any existing tags, to add new ones. Add as many tags as needed, then click “Save” at the bottom of the details window.

To add a tag to a new item, click the 'Add (a conversation/task/event/document)' field on the conversations, tasks, events, or documents tab to create a new item.  Click the “Add tags” icon from the icon row.  Select one or more tags and then click “Done.”  Then click “Add” at the bottom of the details window.

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