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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.

Add & Manage Tags

  • Updated:

Tags make searching and filtering easier by allowing you to tag Agenda Items with searchable keywords. You can add tags in advance or Tag Items directly in Item Settings.

 

This article will show you how to add, edit, and delete tags from your Settings page.

 

Article Navigation

 

Add Tags

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. On the Global Settings page, click the Tags tile
    The Tags tile with a tags icon on the Global Settings page.
  5. On the Tags page, click the New Tag button
    The white, rectangular New Tag button to the right of the Tags header.
  6. Type your tag into the New Tag field
    The New Tag text field on the Add Tag modal.
  7. Select Add New Tag
    The green, rectangular Add New Tag button in the lower-right corner of the Add Tag modal.
  8. Your new tag will appear in the list
    A new example tag within the Tags list.

 

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Edit Tags

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. On the Global Settings page, click the Tags tile
    The Tags tile with a tags icon on the Global Settings page.
  5. Click the Edit button (purple pencil icon) related to the tag you want to edit
    The Edit button to the right of an example tag.
  6. On the Edit Tag dialog box, click into the text field and edit the tag text as desired
    The Tag Name field on the Edit Tag modal.
  7. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Tag modal.
  8. The updated tag will now appear in the Tags List
    A example edited tag within the Tags list.

 

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Delete Tags

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. On the Global Settings page, click the Tags tile
    The Tags tile with a tags icon on the Global Settings page.
  5. Click the Delete button (red trash can icon) related to the tag you want to delete
    The Delete Tag button to the right of an example tag.
  6. Click the Delete Tag button to confirm the deletion
    The Delete Tag confirmation button.
  7. The tag will no longer appear in the Tags List
    The updated Tags list without the deleted tag.

 

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