Create and manage Tags

Tags help you categorize and filter information across multiple modules in WorkEasy Software. This guide explains how to create new tags under Global Settings.

Access the tags settings

1. Go to Settings from the left-hand navigation menu.

2. Select Global Settings at the bottom of the menu.

3. Under General Settings, click Tags.

Create a new tag

1. Click the action menu (three dots) to open the Add panel.

2. In the Name field, type your desired tag name (for example, P1 Tag 2).

3. Click Save to add the tag.

View and manage existing tags

All existing tags are listed in the center panel. From here, click the action menu (three dots) to:

• Add a new tag.

• Edit a tag by selecting it and updating the name.

• Archive a tag.