Tags Module How Tos

Go to the Settings Page of the Tags Module.

Select the “New Module Level” button opening the New Module Level Modal.

Input the new module level name and select the “Save” button.

The new module level now shows in the Module Level Table on the Settings Page.

Select the permissions icon from the actions table opening the Permissions for (Module Level Name) Modal.

Select the “Save” button and the permissions are now assigned to the Module Level.

Access levels for all modules can also be managed in the Site Settings Module on the Access Levels Tab.

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

Categories determine the appearance of tags. Any tags assigned to a category will have the same style and color as defined for the category in the category tab.

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

Input the title of the new category into the textbox.

Select the style of the tag from the dropdown menu. The style options (filled, outline, and striped) are shown below.

Click on the color box to customize the color of the category.

KAStrack will generate a preview of a tag assigned the category at the bottom of the new category modal in the preview box.

Select “Add Category” and the new category will show in the Categories List on the Categories Tab.

To create a new tag while creating or editing a new entity in a module other than tags, type in the desired new tag name in the tag field for the entity.  For aid in visibility, emojis can be used in the tag name.

Press “Enter” after typing in the new tag name.

Finish creating / editing the entity as desired. After saving your changes to the entity, the Tag will be created. By default, the new Tag will have Open behavior, and be assigned the “uncategorized” category. To make changes to these settings, go to the Manage Page of the Tags Module.

The newly created tag will be available on the Tags List on the Tags Tab.

Click the vertical dot icon on the far right opening the tag context menu. Select “Edit” opening the Edit Tag Modal.

Alter the Tag Title, Category and Behavior as desired.

Select the “Update Tag” button and your changes will be saved.

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.

To delete a category, go to the Manage Page in the Tags Module. Select the Categories Tab.

Select the vertical three dot icon for the category you wish to edit.

Select “Delete” from the context menu opening the Delete Category Confirmation Modal.

The modal states, “Are you sure you want to delete the category (Category Name)?”

Select “Delete” and the category will be removed from the Categories List on the Categories Tab of the Manage Page. Any existing Tags in the category will have their Category changed to “uncategorized”.

To delete a tag, go to the Manage Page in Tags Module. Select the Tags Tab.

Click the vertical three dot menu to the far right of the tag you wish to delete.

Select “Delete” from the context menu opening the Delete Tag Confirmation Modal.

The confirmation modal states, “Are you sure you want to delete the tag (Tag Name)?” and lists the entities that will be affected by the tag deletion.

Select “Delete” and the tag will be removed from the Tag List on the Tags Tab of the Manage Page.

Deleting a Tag with Permissive / Restrictive behavior may change who can see and access entities assigned the tag in question.

To edit a category, go to the Manage Page in the Tags Module. Select the Categories Tab.

Select the vertical three dot icon for the category you wish to edit.

Select “Edit” from the context menu opening the Edit Category Modal.

Alter the title, style, or color as desired.

Select the “Update Category” button to save changes.

A confirmation modal appears at the bottom of the Manage Page, indicating the category was successfully updated.

To edit a tag, go to the Manage Page in Tags Module. Select the Tags Tab.

Click the vertical three dot menu to the far right of the tag you wish to edit.

Select “Edit” from the context menu opening the Edit Tag Modal.

Alter the title, category, and behavior as desired. If the tag is permissive or restrictive, you can alter who it is visible to.

Select the “Update Tag” button to save the changes.

A confirmation modal appears at the bottom of the Manage Page, indicating the tag was successfully updated.