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Documentation > User Guide > Collaborative features (Team Up)
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Tags

Overview

Use the Tags sidebar to assign one or more tags to a record.

/teamup-sidebar-tags.png

Applying tags

Applying existing tags

Apply a tag from the sections Last used, Most used and My tags by clicking on it.

/teamup-sidebar-tags-apply-existing.png

If the required tag is not displayed under the sections Last used, Most used and My tags then search for it in the table's tags catalog using the input field Search or create.

/teamup-sidebar-tags-search.png

For details about managing tag catalogs, see Managing tags and tag catalogs.

Applying a new tag

If the required tag doesn't exist in the table's tags catalog, then create it by typing its name into the input field Search or create and pressing Enter or by clicking the Send button.

If you are an administrator for the table's tag catalog, you can choose between making the tag public or private when creating a new tag. All profiles can see public tags, and only creators can see private tags.

/teamup-sidebar-tags-private-public.png

For details about managing tag catalog administrators, see Managing tags and tag catalogs.

Removing a tag

Remove a tag assigned to the record using the 'x' button that appears on the tag under the section Applied tags.

/teamup-sidebar-tags-view-existing.png

See also

/ebx_search.png User guide table of contents

Documentation > User Guide > Collaborative features (Team Up)