Once you have created a review template tag, the next step is to 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.
Assign a tag to a template
In-Use Templates
Step 1: Navigate to the Templates page.
Step 2: Click on the ellipsis to the right of the template and select View to open the template in a new browser tab.
Step 3: Select Edit.
Step 4: Under the Add tags dropdown, select up to 5 tags.
Step 5: Save.
Non-In-Use Templates
Step 1: Navigate to the Templates page.
Step 2: Click on the ellipsis to the right of the template and select Edit.
Step 3: Select + Add tags and select up to 5 tags.
Filtering
As you start creating your library of review templates, you can filter and search for a template by leveraging the tags filter.
