Tags can be customised to serve as a reminder of the key organisational objectives or strategic priorities that you're working towards.

Some custom tags that we've seen other clients find useful to get you thinking include:

  • tags based on key strategic priorities and objectives

  • professional development/L&D or R&D

  • reactive (shared) vs. planned (can split out) work

  • tags based on specific deliverables (i.e. Q1, Q2, Q3, Q4)

  • tags based on key projects

  • core/ non-core

  • client facing

We recommend focusing on the core insights you'd like to track and deleting/replacing tags that aren't relevant or don't provide the data you need to support decision making.

If you have Administrator Permissions, the process of adding a new custom tag is super easy.

  • Go to your ‘Organisation account’ (at the bottom of the blue left hand navigation bar) > Click the ‘Tags’ tab (next to the ‘People’ and ‘Invites’ tabs) and then click ‘Add Tag’ at the bottom of the list.

Deleting a tag is also very simple.

  • Go to your ‘Organisation account’ (at the bottom of the blue left hand navigation bar) > Click the ‘Tags’ tab (next to the ‘People’ and ‘Invites’ tabs) and click 'REMOVE' found on the far right of each tag.

IMPORTANT: Please note that adding or deleting tags will affect your organisation’s full list. If you delete tags, this data will be wiped from everyone's roles.

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