You can use tags to assign work to a specific team, flag a risk level, or mark that follow-up action is needed.
Tag names have a 20 character limit.
How do I assign a tag to a verification or risk check?
Open a verification or risk check
Go to the Tags section in the sidebar, above Comments
From here you can:
select an existing tag from the list
create a new tag on the spot
New tags created this way are given a default colour, which you can change later from Admin > Settings > Tags.
How do I filter by tag?
Use the Tags filter above the results tables to show only verifications or risk checks with a specific tag or tags.
How do I create or edit a tag?
Tags are managed from Admin > Settings > Tags.
Creating a tag
Select Create new tag
Give it a name and assign a colour
Select Create
Editing a tag
Select the pencil icon next to a tag to change its name or colour.
Select Save
Can I delete tags?
There are two options for removing unwanted or unused tags:
Archiving a tag
Archiving a tag removes it from the active tag list, so it can no longer be added and is hidden from the results and the filter list.
It's a soft delete: the tag stays attached to anything it was already assigned to, so you can restore it at any time.
Deleting a tag
Deleting a tag is permanent. It removes the tag entirely, including from any verifications or risk checks it's currently assigned to. This can't be undone.
Tags work well alongside comments, giving you more ways to organise and manage your verifications.