Assign a tag from the list context menu

You can assign one or more tags from the list context menu.

About this task

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

Procedure

  1. Navigate to a list.
  2. Right-click a record.
  3. Perform one of the following actions.
    OptionDescription
    Assign an existing tag Select Assign Tag > [Tag Name].
    Create a new tag
    1. Select Assign Tag > New Tag.
    2. Enter a new tag name and select the appropriate sharing level.
    3. Click Save.