FAQs in this section
What are Tags?
What are the types of Tags?
How can I add a tag?
How do I rename a tag?
How do I delete a tag?
How can I unlink a tag?
How can I add a tag from the List View?
Where can I find the list of all tags?
How can I add a tag from the Summary View?
Can I add five tags at once?
How can I create a list of records that have the same tag?

How do I change a private tag to a shared tag?

You can convert a tag from a private tag to a shared tag by following these steps:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Go to My Preferences.
  4. Click My Tags
  5. Hover over a particular record in the List View.
  6. Click the Edit icon.
  7. Enable the Shared Tags checkbox.
  8. Click Save.

Your tag is now public.

Note: To change a shared tag to a private tag, disable the shared tags checkbox. 

To know more about Tags, click here.
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