To help group and organize records, you can create tags and add them to specific
For example, you could create a tag called High Priority ABC and assign it to
critical incidents submitted by an important customer. Tags can be defined with an
icon and color for easy identification, and tags that you create can be viewed by
other users in your organization. With a single tap, you or another user can then
locate all critical incidents logged by ABC Corporation. You can add as many tags as
needed to any record.
On the home page, tap the Tag section heading. You can
also tap My Tags in the application navigator.
Any previously defined tags are displayed. The image shows the number 1
in the High Priority
tag, indicating that one record has
been assigned this tag.
Tap the Create or search tags field and enter the new
name. As you type, the new tag appears below the field.
Select a color and icon for the new tag and tap