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How do I customise my organisation's list of 'tags'?
How do I customise my organisation's list of 'tags'?

Customising tags

G
Written by Gill
Updated over 2 years ago

If you have Administrator permissions you can add a Custom Tag (& it’s super easy!)

  • Click on your ‘Your Organisation profile’ icon on the blue left-hand Navigation Bar.

  • Click the ‘Tags’ tab, in line with your avatar at the top of the page.

  • In the Custom Tags tab, click ‘Add Tag’ at the bottom of the list and type in the tag you'd like to use.

Some custom tags we’ve seen clients use multiple times include:

  • professional development/L&D tag;

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

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

  • project type tags

These Custom Tags will then be added to your organisation’s full list so others in your team can also use them at an activity, role and team level.

NOTE: You cannot edit Beamible tags - only Custom ones.

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