Create Tags in the Analyst Portal
To create tags, you must first enable this configuration in Administration > Configuration. For more information, see Configure Analyst Portal Preferences.
In the Analyst Portal, you can create tags while creating alerts and alert templates, creating tag groups, and Knowledge Base articles, adding files to Doc Library, and creating surveys.
While creating new tags, use the following information:
To add individual tags, type the tag name in the Tags field, and click Add tags.
To add multiple tags, type the tag names and separate each tag with a comma or semicolon. Click Add tags to add the tags.
Manage Tags in the Analyst Portal
To view and delete tags, you must have View permissions for Tag Library in Administration > User Management > Roles & Permissions.
Go to Tag Library from the main menu.
View all tags, tags created by other analysts, tags created by you, and all tags associated with tag groups.
To view a CSV report of all tags, click Export. The report will be available in your email inbox.
To view the number of alerts associated with tags, click the number next to the tag name.
To delete tags, hover over the tag you want to delete, click the vertical ellipsis, and click Delete.
To filter and search for tags, click the Open Filters and type or select the name of the tag you want to view.