Adding Tags

Adding Tags

Tags are criterion based on which we can classify the records. It helps manage and organize temps, clients and clients contacts information in a smarter way. In Zoho Workerly you can create different tags based on the different modules available.

To create tags:

  1. Click Setup >Customization >Modules >Tags.
  2. In the Tags page, select the module for which tags needs to be created from the Modules drop-down list.
     
  3. Click Add. Add Tag window is displayed.
     

Enter the Tag name in the text box and click Add.
The new tag details are displayed in the Tags page.

Note
You can add multiple tags at one go.
By default, only Administrator profile has the permission to create, edit and delete a tag.