Assign a tag from the list view using inline field editing

You can assign one or more tags to a record directly from the list view.

About this task

Note: Tag names are case-insensitive and must not include punctuation.

Procedure

  1. Navigate to a list.
  2. Personalize the list to display the Tags column.
  3. Click in the Add Tag field.
  4. Perform one of the following actions.
    OptionDescription
    Assign an existing tag Begin typing the tag name, select the tag from the drop-down choices, and press the Enter key.
    Create a new tag Enter a new tag name and press the Enter key.
    The tag is added to the record.