Tags can be created from the Tags menu or created from within most records e.g tasks, suppliers, customers & budget line items
1. Adding Tags from the Side Menu
Workspace Dashboard > Side menu > Tags
Choose which Tag group you would like to add a tag to > Add Tag
2. Creating a New Tag
- Enter in the Title of the Tag
- Confirm that you are creating the tag in the correct Type Grouping. If you have clicked on the incorrect group choose the correct one from the drop down menu
- Click Create Tag to save
