Action Tags
TAGS
Video: Action Tags
One or more tags can be added to an action in order to assist with searching and to categorise actions if required.
To add a tag to an action, from the My Actions or All Actions page:
Click 'Add New'
Enter all action details as explained in the 'Add Action' section above
Click in the tags cell and select from the list of available tags by either scrolling through the drop down list or start typing and the tag will appear if it exists
If the required tag hasn't been used before, it can be added by typing the full tag name and clicking 'Add?'
Repeat to add as many tags as required
Remove any tags that are not required by clicking the 'X' next to the tag
Click 'Save' to save the action
Where to add tags
Note that tags can be added to actions from any page which has the full edit screen view of the action. This is usually within the Actions tab for most Lucidity Software modules.
Tags cannot be included in actions that are created outside the full edit screen, such as in the Lucidity Incident Manage screen, Lucidity Intranet Dashboard, Lucidity App or the Lucidity Risk edit screen. If tags are required for these actions, create the action first and then, from the My Actions or All Actions tab, edit the action and add tags from there.