How tagging works
Why Tag Entries?
When analyzing your data, you may choose to tag your entries. Tags are labels for identifying themes and/or keywords that are relevant to your project. These tags are shared across your team but are not viewable by scouts. They're super handy for analysis as you're able to sort entries using the "tags" filter.
The way you build a tag list and sort your data using filters will be different for every project. In the mission below, tags have been organized into 5 different tag groups (action, cash flow, goal, tool, & ungrouped) to help keep everything organized.
When viewing an entry, you'll see a tagging tab on the right side of the screen. Here you can add new tags or select from an existing tag list. To create a tag group, click "New Tag Group." To create a new tag within a tag group, click the blue plus sign to the right of the tag group you want your tag to be a part of.
Editing and Deleting tags
To edit a tag across all entries in your mission, click the pencil icon next to the tag to bring up the tag preferences window. To delete a tag from an individual entry, just unselect the tag in that entry. To delete a tag across all entries in your mission, click the trash icon next to the tag.