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Assign a tag from the list view using inline field editing

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. In List v2, complete the following steps.
    1. Click in the Add Tag field.
    2. To assign an existing tag, begin typing the tag name, select the tag from the drop-down choices, and press the Enter key.
    3. To create a new tag, enter a new tag name and press the Enter key.
  4. In List v3, complete the following steps.
    1. Double-click in the Tag field.
      The Edit Tags dialog opens.
    2. To assign an exist tag, select one of the recent tags or click the lookup icon and select the tag.
    3. To create a new tag, enter a new tag name and press the Enter key.
    4. Click X to close the dialog.

Result

The tag is added to the record.