Plan Manager Tag

Overview

Plan Manager Tags are reusable, colour-coded labels. They are available when Plan Manager Tags are enabled.

Attaching Tags

Open a Plan Manager and use the Tags control on its Details page. Select + Add Tags, search if needed, then select an existing Tag.

Removing Tags

Open the Tags control and select an assigned Tag to remove it. This changes only the current Plan Manager.

Creating a New Tag

Search for the required name in the Tags control. If no Tag exists, select the Create option or press Enter. Enter a name, choose a colour, then save.

The colour picker accepts its available formats, including RGB, HSL, and HEX.

Updating a Tag

Use the edit icon beside a Tag. Change the name or colour, then save.

Tags are also included in the Plan Managers Export.

Managing All Tags

Open Settings > Directory. The Plan Manager Tags table is available when Plan Manager Tags are enabled.