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How to Manage Event Tags

Step-by-step tutorial to Adding or Removing Event Tags in the Event Management Panel

Inside the Event Hub you can add Event Tags for visibility or to notify other users of new information. You can also view or remove any Event Tags applied.

Event Tags

Inside of the Event Hub, in the middle of the Event Management Panel, you’ll find a ‘Add Event Tag’ button.

Clicking this button will allow you to see and select all Event Tags that exist for your organization.

Event Tags are fully customizable. Organization Administrators can add Event Tags and set notification triggers by role or individual contact information.

1. Add Event Tags in the Event Management Panel

(a) Click the ‘Add Event Tag’ button. This will open the Event Tag Manager on your screen.

(b) You can either search for Tags or scroll to locate a Tag. Once you find the Tag you want to apply, select the checkbox to the left of it’s title.

(c) To confirm your Tag selection, click the ‘Save’ button. This will apply the Event Tag and post an update in the timeline.

(d) If there were any notification groups associated with the applied Tag they will receive an email in their inbox or an SMS message informing them the Tag was applied. The notification will also include a link for easy access to the Event.



2. Remove Event Tags in the Event Management Panel

(a) Click the ‘Add Event Tag’ button. This will open the Event Tag Manager on your screen.

(b) You can either search for Tags or scroll to locate a Tag. Once you find the Tag you want to remove, de-select the checkbox to the left of it’s title.

(c) To confirm you’d like to remove the Tag, click the ‘Save’ button. This will remove the Event Tag and post an update in the timeline.



3. View Event Tags in the Event Management Panel

(a) You can view any Event Tags applied in the Event Management Panel, they will display above the ‘Add Event Tag’ button.



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