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Assign a Tag to a Review Template

Dianmarie
  • Updated

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.

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