Administrators can create and edit client tags to ensure they are relevant to your organisation and how you want to use this tool. To simplify your workers’ Noted experience, tags can be made available and visible to specific teams.
To create a client tag:
Navigate to Administration via the Switcher and select Client from the menu
You will be presented with a list of current client tags. Select Create client tag
Enter the name of the tag and a brief description
If required, select which team(s) should access this tag
Click Save client tag to confirm
Tip: Click on an existing tag to edit or disable it.
How to update a client’s tags:
Navigate to the client you wish to edit/tag and click Edit Client
Select Tags from the options on the left
Add or remove the relevant tag(s) for the client
Click Finish to save your changes