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Add and 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 your meetings solution
  2. Click to expand the User Menu:
    Meetings Select User Menu Dropdown.
  3. On the User Menu, click the Settings option:
    Meetings Select User Menu Dropdown Settings Option.
  4. Click the User and Global Settings button:
    Meetings Select Site Settings User and Global Settings Button.
  5. On the Global Settings page, click the Tags button:
    Meetings Select Global Settings Tags Button.
  6. On the Tags page, click the New Tag button:
    Meetings Select Tags Settings New Tag Button.
  7. Type your tag into the New Tag field:
    Meetings Select Add New Tag New Tag Text Field.
  8. Select Add New Tag:
    Meetings Select Tags Settings Add Tag Dialog Box Add New Tag Button.
  9. Your new tag will appear in the list:
    Meetings Select New Tag Added to List.

 

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Edit Tags

 

  1. Sign in to your meetings solution
  2. Click to expand the User Menu:
    Meetings Select User Menu Dropdown.
  3. On the User Menu, click the Settings option:
    Meetings Select User Menu Dropdown Settings Option.
  4. Click the User and Global Settings button:
    Meetings Select Site Settings User and Global Settings Button.
  5. On the Global Settings page, click the Tags button:
    Meetings Select Global Settings Tags Button.
  6. Click the Edit button related to the tag you want to edit:
    Meetings Select Global Settings Tags Edit Button.
  7. On the Add Tag dialog box, click into the text field and edit the tag text as desired:
    Meetings Select Global Settings Tags Edit Tag Text Field.
  8. Click the Save Changes button:
    Meetings Select Global Settings Tags Edited Tag Save Changes Button.
  9. The updated tag will now appear in the Tags List:
    Meetings Select Global Settings Tags Updated Tags List After Tag Edited.

 

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Delete Tags

 

  1. Sign in to your meetings solution
  2. Click to expand the User Menu:
    Meetings Select User Menu Dropdown.
  3. On the User Menu, click the Settings option:
    Meetings Select User Menu Dropdown Settings Option.
  4. Click the User and Global Settings button:
    Meetings Select Site Settings User and Global Settings Button.
  5. On the Global Settings page, click the Tags button:
    Meetings Select Global Settings Tags Button.
  6. Click the Delete button related to the tag you want to delete:
    Meetings Select Global Settings Tags Delete Tag Button.
  7. Click the Delete Tag button to confirm deletion:
    Meetings Select Global Settings Tags Delete Tag Confirmation Button.
  8. The tag will no longer appear in the Tags List:
    Meetings Select Global Settings Tags Updated Tags List Without the Deleted Tag.

 

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