Notes

Tags

Tags are used when entering notes or quantity item change log entries. You can manage tags for your organization in Settings > Design > Quantity forecasting > Notes > Tags.

Steps

You can do any of the following actions:

• Add - Enter a tag ID, description, set the Required toggle, and then click the Add tag icon.

• Edit - Click in the fields, and then enter text.

• Delete - Click the Delete tag icon on the right of the table. Tags assigned to a quantity item cannot be deleted.

• Sort - Select the tag, and then click the up and down arrows to the right of the table to adjust the position of a tag.

When the required toggle is set to On, the tag is added to all the projects in the organization. Tags not set as required are available to add to all projects in Project Settings. For more information about Tags, see Notes in General project settings.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a role with the applicable permissions in Quantity Forecasting.