PLATFORM WORKFLOW
Task Description: Create, Edit, and Delete a Tag
Objective: To show Organizational Admins and Users how to create, edit and delete a tag
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Settings tab in the Module Menu Panel.
Step 5
At the top of the Settings page, click the Tags tab. Here, you can create, edit and delete all your tags.
Step 6: Create a Tag
To create a tag, click the blue Create Tag button at the top-right corner. Then a Create Tag popup will appear.
Step 7
In the popup, type the tag name in the text box labeled Enter Tag Name.
Step 8
Once you’ve entered the tag name, click the blue Save button to create the tag.
Step 9
The saved tag will appear in the tags list. Next, we will cover how to edit or delete a tag. Hover your cursor over the desired tag. The area around the tag will turn grey, and a Pencil and a Trashcan icon will appear.
Step 10: Edit a Tag
To edit a tag, click the Pencil icon and an Edit Tag popup will appear.
Step 11
Edit the tag as needed and click the Update button to save the changes.
Step 12: Delete a Tag
To delete a tag, click the Trashcan icon and a confirmation popup will appear.
Step 13
Enter the word Delete in the text box and click the blue Submit button to confirm the deletion of the selected tag.
Step 14: Delete Multiple Tags
To delete multiple tags at once, select the checkboxes next to the corresponding tags you want to delete. After selecting all your tags, click the Delete # Tag(s) button, and a confirmation popup will appear.
Step 15
Enter the word Delete in the text box and click the blue Submit button to confirm the deletion of the selected tags.
