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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Tag an Item

  • Updated:

Tags make searching and filtering easier by allowing you to tag Agenda Items with searchable keywords. You can Add Tags in advance from your Settings page or tag items directly. This article will show you how to tag items directly in your item settings.

 

Instructions

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings module button in the left-hand navigation menu.
  3. Click the Meetings button on the Main Menu to access the Meetings module
  4. Click to select the Agenda containing the item
    An example agenda tile.
  5. On the Agenda, click the Item you wish to tag
    An example agenda item.
  6. Click the Edit Item Settings button
    The agenda item Edit Item Settings button.
  7. Click into the Tag field to start typing your tag(s)
    The Edit Item Settings dialog box Tag field for searching and adding tags.
    Note: Tags added previously in Settings will appear as suggestions when you type keywords.
  8. Click the Save Item Settings button to save all Tags
    The Edit Item Settings dialog box Save Item Settings button.
    Note: Tags will turn purple when they are ready to add, but you must click Save Item Settings to save the Tags.
  9. Tags you have added will now appear in the Tags section of the item
    The agenda item Tags section.

Comments

Let us know what was helpful or not helpful about the article.

2 comments

Date Votes
  • Krystal Townsend

    I really like the tags for helping us to identify which Council priority an item falls under (infrastructure, quality of life, responsible government, etc.). However, the tags are of no use for board members and citizens. Please add tags as a search option in both the public portal and the board portal. Thank you!

    0
  • Lindsey Harmon
    • Edited

    Hi Krystal Townsend,

     

    Thank you for your feedback! Since your recommendation is for a product enhancement, it might fit better in the Feature Requests section of our Help Center Community where our Product team can review it.

     

    I have gone ahead and copied it over and tagged you in the post. Just in case you don't receive a notification email, you can also find the request here: Add Tags as a Public Portal and Board Portal Search Option. Be sure to click the Follow button on the post to receive notifications for any updates.

    0

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