Project Tag headers
A tag header is the title under which one or more tags will sit, for example Programmes, Corporate Priority or Objectives.
To create a new tag header, go to the Administration Cog > Lookup Tables > Tag Header > Actions > Add.
Complete the description field and click OK.
Project Tags
Once a tag header has been created, the tags which will sit underneath it can then be added. There is no limit to how many tags can be attached a tag header.
To add a tag, go to the Administration Cog > Lookup Tables > Tags > Actions > Add.
When adding a new tag, complete the description field, select which tag header it should sit beneath (from the dropdown) and click OK.
Remember
- Lookup options should be added directly to the live site as they are considered as 'data' and therefore do not form part of the site copy process.
- Do not overwrite an option in a lookup table, instead set it to inactive and create a new option. This will ensure that data integrity is maintained.
- Project tagging can either be accessible to all users or restricted to just Administrators. Please contact Verto Support for more information.