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 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 the Templates page.
2. Click on 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 the Templates page.
2. Click on the ellipsis (...) to the right of the template and select Edit.
3. Select + Add tags and select up to five tags.