Tags can be assigned in most menu areas throughout Spark Chart to manage content. Tags are a way to group items together (like Projects, Contacts, Rating Scales, Themes, Surveys & Templates) for easy access and and managing the workspace. Items may be assigned multiple tags. Items will show under the assigned tags and also under "All".
Go to the Tags menu and choose Manage to view and manage tags for the selected menu area (projects, surveys, mail templates, etc.)
Create a new Tag
To create a new tag, click on the "+ New Tag" button, give it a name and click "Save". The tag will appear under the left hand menu bar. When an item is assigned a tag, the item will still appear in the "All" items (like Projects, Contacts, Rating Scales, Themes, Surveys & Templates) list.
Tags can be added when editing individual items
Tags can be assigned to items when adding or editing them. In the "Tag this item" field, select from existing tags. Or, select the + New Tag button to create and assign a new tag.
Edit or delete a Tag
To edit or delete a Tag, click on the edit or delete button. Editing a tag will not affect the contents of the tag, only the description. An empty tag can safely be deleted. Deleting a Tag with contents will bring up a message with options to deal with the content of the tag.