How Do I Add Tags to Metrics and Quarterly Priorities?

Tags are a useful way to organize and filter your Metrics and Quarterly Priorities.

Adding Tags

To add a tag to a Metric:

1. Click on the Metric (it will highlight in green).

2. Navigate to Properties in the top-right of your screen.

3. Scroll to the Tags section and enter one or more tags.

To add a tag to a Quarterly Priority:

1. Click on the Priority (it will highlight in green).

2. On the right-hand side of your screen, scroll down to the bottom.

3. Locate the Tags section and enter one or more tags.

Using Tags with Advanced Search

You can use the Advanced Search function in both Metrics and Quarterly Priorities to filter your view based on:

• Tags

• Status (Complete, In Progress)

• Status color

• Due dates (e.g., what's due in the next X days)