Using Custom Tags for Operation Categorization

Once Custom Tags have been configured by a user with a Manager role, users can easily apply them during operation planning and use them to filter and organize data.

Learn more about creating tags for your Organization

Steps to Associate Tags to an Operation:

  1. Create a new operation

  • Within the Overview section, click the blue plus button just under "Associated Tags."

  • Select all relevant tags from the groups that appear, and click Done.

  • Click Save Operation to finalize the categorization of your operation.

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