How can I use tags?

What is tagging?

Tagging is a mechanism in leanIX to quickly individualize the classification of a fact sheet. It helps you to filter quickly in the "Inventory" mode and customize the existing reports to your needs. One possible use case for tagging is the categorization of all inventory objects by the geographic region they are used in. 

How can I add or edit tags?

To add or remove a tag just click the button "Edit tags" in the head section of a fact sheet. Then you can choose from the list of existing tags or just write the name of the new tag in the appearing field and press "Enter". The new tag will appear right under the name of the fact sheet.

Tag Groups can be managed in the Admin section under "Custom Fields".

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