Tagging Insights

Description

Use insight tagging to identify a set of insights you want to start work on. Create a filter to filter on the tags you added and save it. You can keep coming back to that filter and see the results and see how well your project is progressing. Future projects can be planned out using tags as well. You can create reports from the filter as well.

Add a new Tag

  1. Select the Insights you’d like to Tag
  2. Type your desired Tag and click the ‘+’ icon to add it to
The dialog box used to add a new Tag

Manage Tags

You can add and remove multiple Tags for each Insight, as soon as a Tag is added it is saved to the Insight History.

  1. Select the Insights you’d like to Tag
  2. Click “Edit Tag(s)”
  3. Select/deselect the Tags for the Insight
  4. Leave a comment to explain your actions (optional)
  5. Click “Submit”
Manage Existing Tags

Tag states (multiple Insights selected)