Add Tags to a Folder

To add tags to a folder in the Documents Module, open the Documents Home Page from the Main Menu and navigate your repository to the desired folder. Click the vertical three-dot icon to the far right of folder opening the folder's context menu. Select the Properties option.

This opens the Folder Properties Modal.

Select the pre-created desired tags from the dropdown menu and select confirm.

Tags cannot currently be created from within the Documents Module.

How To: Create a New Tag in the Tags Module

To create a new tag in the Tags Module, go to the Manage Page in the Tags Module.

Select the “New Tag” button, visible from both the Tags and Category Tabs, opening the New Tag Modal.

You can also select “Add Tag” from the vertical icon context menu to the far right of a category on the categories tab, which prefills adding a new Tag to the chosen Category.

Input the name of the new tag into the title field.

Emojis may be used in the tag title.

Select the category for the new tag from the dropdown menu. All categories created will show, as well as an “uncategorized” option.

Categories determine the appearance of tags (their color and formatting).

Select the tag behavior (open, permissive, or restrictive) from the dropdown menu.

Select “Add Tag” and the new tag will show on the Tags List on the Tags Tab.

Account Module How Tos

Add an Access Level for an Individual

Archive a User Account

Bulk Import Account Information

Create a New Channel

Customize Your Default KAStrack Login Screen

Deactivate a User Account

Delete a Channel

Edit a Channel

Edit an Employee's Supervisor

Edit Your Individual Email Alert Preferences

Edit Your Individual Email Report Preferences

Edit Your Personal Account Info

Export User Account Information

Manually Approve/Deny User Registrations

Create an Individual New User Account

Permanently Delete a User Account

Reactivate a Deactivated Account

Reset the Password for Another User

Reset Your Own Password

Restore an Archived User Account

Actions Module How Tos

Add A Budget Alert for an Action Group

Add a Budget Approver Group in the Actions Module

Add Actions to an Action Group Template

Add Comments to an Action

Archive an Action Group

Assign an Action

Assign an Action Approver

Assign Interested Parties to an Action

Bulk Edit Selected Actions

Copy a Workflow

Copy an Action Group Template

Create a New Action

Create A New Action Group Template

Create a New Action Group

Create a New Budget Approver Group

Create New Module Levels (Actions Module)

Create New Workflow

Delete a Budget Approver Group

Delete a Workflow

Delete an Action

Delete an Action Comment

Delete an Action Group

Delete an Action Group Template

Edit a Workflow

Edit An Action Group

Edit an Action Group Status

Edit An Action Group Template

Edit an Existing Action

Export Action Groups in a CSV File

Import Bulk Actions

Upload Files to An Action

Assets Module How Tos

Access an Asset's PDF Data Sheet

Access an Asset's QR Code

Add a Meter to an Asset

Add a New Manufacturer

Add Components to a Parent Asset

Add Fields to an Asset Type

Add Interim Notes to a Task without Completion

Add Meters to a Task Template

Add Tasks to a Task Template

Apply a Task Template to the Task Schedule

Archive an Asset or Component

Assign/Unassign Users and Certification Roles to an Asset

Attach an Asset Library File to an Asset

Bulk Assign / Unassign Assets

Bulk Export Asset Information

Bulk Import Asset Information

Change a Manufacturer's Name

Change a Task Template Name

Change an Asset Type Name

Change the Status of a Meter Type

Clean Manufacturers

Copy and Rename a Task

Copy and Rename a Task Template

Copy and Rename an Asset

Create a Meter Type

Create a New Asset