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Assign a Tag to a Review Template

Once you have created a review template tag, you can assign the tag to a template. You can add a tag to both an in-use (active in a review...

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Written by Adam Kroboth

Once you have created a review template tag, you can assign the tag to a template. You can add a tag to both an in-use (active in a review cycle) and non-in-use template. Tags can be used to filter a list of templates.

Assign a tag to a template

In-Use Templates

  1. Navigate to Admin > Performance > Templates.

  2. Select the ellipsis (...) to the right of the template and select View to open the template in a new browser tab.

  3. Select Edit.

  4. Under the Add tags dropdown, select up to five tags.

  5. Save.

Non-In-Use Templates

  1. Navigate to Admin > Performance > Templates.

  2. Select the ellipsis (...) to the right of the template and select Edit.

  3. Select + Add tags and select up to five tags.

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