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Add Tags

You can add tags to the portfolio from the Tags page.

Some tags, such as checklist and user tags, can be created by users in the UI.

Add a tag:

  1. Navigate to the Tags page.

  2. Click Add. The section expands to display a form.

  3. Enter a name for the tag in the Name field (required).

  4. Select a type for the tag using the Type drop-down menu.

  5. When complete, click Submit.

    The tag appears on the Tags page.