How to tag a location


1. Click “Dashboard” at the top left of every screen.

2. Click one of the locations on the left side of the screen.

3. Click “edit” on the right side of the screen.

4. Click or type the tag. Mandatory tags will have a menu, while optional tags will have a field where you can type

5. Click “Save” at the bottom-right.


How to tag an asset 


1. Click “Assets" at the top of every screen.

2. Click on the title of one of the assets.

3. Click “edit” on the right side of the screen.

4. Click or type the tag. Mandatory tags will have a menu, while optional tags will have a field where you can type.

5. Click “Save” at the bottom-right.


 How to tag a screen


1. Click "Dashboard" at the top of every screen.

2. Click on the screen you want to edit on the sidebar.

3. Click "Edit" at the top-right of the screen.

4. Click "Tags" under the screen's title.

5. Click or type the tag. Mandatory tags will have a menu, while optional tags will have a field where you can type.

6. Click “Save” at the bottom-right.



 Defining how tags will be used



Tags can be used on locations, screens and assets. They can also apply to any combination of the three. You can choose if a tag must be used, is optional or is not used on one of the three elements. 


If you choose “must have,” then each element (such as a location or screen) must be tagged with one of the options in the tag you have created. If you set a tag to “optional,” then you get the choice of tagging the element with one of the tag options. And if you set it as “not used, “ then you cannot use the tag on that element. 


You can organise your locations, assets and screens by tagging them.  You will usually tag assets and locations. 


Mandatory tag example

This organisation tags each location with its city name. The city name is a mandatory tag, because every location is in a city. 

The Queen Street branch is in Auckland. On its location page, the city tag is a menu, because the city is a mandatory tag: 




 Optional tag example

Some of this organisation's branches provide free wifi for customers. This is an optional tag because it only applies to some branches. This means tagging locations with this tag works slightly differently.


You can put optional tags in a form in the field, or click them below. Available tags will appear underneath the field. 




Once you choose your optional tag, the tag options will appear. In this case, there is only one option:



Once you click, or type "Yes," the location will be tagged with the "Free wifi" tag, with the option "yes." All screens at this location are now tagged as Auckland screens, with free wifi available.