How to Use Tags in the CGS System

Instructions on How to Use Tags in the CGS System

1. Creating Tags:

   • Navigate to the Setup section of your strategy.
   • Under the Tags box, click on Add New Tag.
   • Enter the desired tags that will help you organize your rooms (e.g., "Team," "Profit," "Planning").

2. Assigning Tags to Rooms:

   • Go to the Tags view, which will display the stages of your strategy along with the unassigned rooms.
   • Assign tags to rooms by selecting the appropriate tag for each room. For example:
     • A room related to team growth might be tagged as "Team."
     • A room associated with financial goals can be tagged as "Profit."
   • You can assign multiple tags to a single room if it pertains to more than one category.

3. Viewing and Filtering by Tags:

   • Once tags are assigned, you can filter and view rooms based on their tags by selecting a tag (e.g., "Team") to see all rooms related to that category.
   • This provides a quick way to organize and navigate large projects with multiple rooms.

4. Tags in Kanban View:

   • In the Kanban view, the tags associated with each room will be displayed below the room name, allowing for easy identification and categorization at a glance.