Assign a tag from a list using the action menu

You can assign one or more tags to a record using the action menu in a list.

About this task

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

Procedure

  1. Navigate to a list.
  2. Select the check box beside one or more records.
  3. Click Actions on selected rows and scroll to the Assign tag listing.
  4. Perform one of the following actions.
    OptionDescription
    Assign an existing tag Select the tag listed.
    Create a new tag
    1. Select New.
    2. Enter a new tag name and select the appropriate sharing level.
    3. Click Save.
    The tag is added to the record.