Overview
The Tags feature in our application allows you to organize and categorize records across various entities like Connections, Data stores, files, apps etc. Tags serve as customizable labels that you can assign to different records, making it easier to sort and filter for specific records. This user guide provides detailed instructions on how to use and leverage the Tags feature effectively on Syntasa application.
Examples of Tag Usage:
Below are the two general examples provided for understanding the usage of tags. Based on your specific business needs, you can establish your unique set of tags.
- You might have records(e.g. Jobs, apps etc.) with varying importance. You can label your records with tags like "P1" for critical, "P2" for medium, and "P3" for low priority. With filtering and quick visual guide of records, you can easily focus on what matters most and navigate your workload with ease.
- You could have records associated with specific teams or departments in your organization. You can make things simple and more organized by creating tags for each team or department and assigning them to the relevant records. Now, your team members can easily find and filter records that belong to their team.
Tags can be created and managed by user with System Administrator role. You refer Tag management article to create and manage tags.