1. Metronome Software Help Section
  2. Meeting
  3. Metrics, Priorities, and Agenda Management

How do I organize Metrics and Priorities in Meetings using Tags?

In Meetings, you can separate Quarterly Priorities and Metrics by using Tags.

 

First, add the Tags to the Quarterly Priorities and/or Metrics that you wish to separate. Tag examples: Sales, Marketing.

 

To tag a Quarterly Priority, select the priority by clicking on it, and scroll down to the Tags section. (Tags section located below Details). Add the tag. Please notes tags are not case sensitive. 

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Next go to Meetings, and select the Add Agenda Item.

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From the Add Agenda Item Drop-down menu, choose the type of Agenda Item, Priority Search or Metric Search.

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From the 'Add Agenda Item' pop-up window, update the title to explain what Priorities or Metrics are being filtered. Next, select the 'Tags Filter' drop-down arrow to select the Tags.

Priority Example:

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In the Meeting, you will now see how the Metrics/Quarterly Priorities can be separated using Tags. The title has been updated to define the Agenda Item and to the right of the title you can see the applied Tags and any other filters used.

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