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Assign a tag from the list context menu

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. To assign an existing tag, complete the appropriate steps for the list version.

    OptionDescription
    List v2 Select Assign Tag > [Tag Name].
    List v3
    1. Select Edit Tags and select one of the recent tags or click the lookup icon and select the tag.
    2. Click x to close the dialog.
  4. To create a new tag, complete the appropriate steps for the list version.

    OptionDescription
    List v2
    1. Select Assign Tag > New Tag.
    2. Enter a new tag name and select the appropriate sharing level.
    3. Click Save.
    List v3
    1. Enter a new tag name and press the Enter key.
    2. Click x to close the dialog.

    Note: In List v3, the sharing level defaults to Me. To change the sharing level, edit the tag from the form view or edit the tag record directly.

Versions > Helsinki