Tags Module Summary

Tags are labels that provide a flexible way to categorize and filter data / entities within modules. Depending on the type of tag assigned to an entity, a tag can be purely organizational (for categorization) or a visibility/security setting (impacting who can access the entity). The Tags Module is where tags are created, managed, and where users can search the system as a whole to find relevant associated entities.

A list of the entities that can be tagged are shown in the Tag Association with Modules Table below.

Tag Association with Modules
Module	Associated Entities
Actions	Actions, Action Groups
Assets	Assets/Components, Tasks
Attendance Log	Attendance Logs
Communications	Communication Templates
Courses	Courses
Database	Databases, Database Entries
Dispatch	Dispatches
Documents	Documents, Folders
Finance	Budgets
Forms	Aggregations, Forms, Form Entries
Grid	Grids
Inventory	Inventories
Kanban	Kanban
People	Certifications, Companies, Certification Roles
Reports	Charts, Reports
Most modules allow new tags to be created in the Tags dropdown menu when editing or creating new entities. ** Permissive and Restrictive Tags behave as open Tags for these entities. WIKI LINK Tag behavior table

Tags Module Summary

Understanding Tag Behavior

Search Tagged Page

Manage Page

Settings Page

List of Tags Module How Tos

Tags Module Summary