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

You can create a list of tags and gather all the records related to that tag in one place.

Follow these steps to create a list of tags:

  1. Click the drop-down present on the left corner of the List View screen.
  2. Click the + button along the Search for list bar.
  3. Enter the name of the list in the List Name field.
  4. Enable the Set as Default button to set the list as default. 
  5. Choose the default sort column and sort order from the given options.
  6. Choose the columns and the order in which they have to be displayed.
  7. Click the Next button.
  8. When you click on All Condition or Any Condition drop-down, selects Tags as the field.
  9. Next, to choose the list condition, enter the name of the tag according to which the will be created.
  10. Click on Save to finish the List creation process or
  • Click on Next to continue.
  1. Enter the users or roles with whom you want to share the list with.
    • Add users only if you intend to share the list.
  2. Click Save and Share.
To know more about Tags, click here.
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