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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 meetings solution
  2. Click the Meetings button on the Main Menu to access the Meetings module:
    Meetings Select Main Menu Meetings Button.
  3. Click to select the Agenda containing the item:
    Meetings Select Meetings Module Select an Agenda.
  4. On the Agenda, click the Item you wish to tag:
    Meetings Select Agenda View Click to Select an Item.
  5. Click the Edit Item Settings button:
    Meetings Select Agenda Item Edit Item Settings Button.
  6. Click into the Tag field to start typing your tag(s):
    Meetings Select 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.
  7. Click the Save Item Settings button to save all Tags:
    Meetings Select 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.
  8. Tags you have added will now appear in the Tags section of the item:
    Meetings Select 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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