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Tagging provides the opportunity for users to group objects together in ClearPoint. Similar to how users might group objects with a picklist custom field, Tagging in ClearPoint allows users to customize tag names and colors, and apply these tags across multiple elements including scorecards, objectives, measures, initiatives, milestones, action items, risks, series, or charts.

Organization is key in reporting and Tagging is an important way of staying organized and grouping together like elements within ClearPoint. Simply tag elements – like strategic measures, for example – in any scorecard so that they are quickly identifiable for running reports, sending reminders, or making mass changes within the Bulk Changes feature. Tagging elements within ClearPoint not only makes grouped elements easy to identify, it also makes cross-departmental alignment on initiatives or projects easy to see. Tagging can assist in bulk changes and template scripting as well, giving users a quick way to filter for all elements they want to change at once.

Admins can create tags in System Settings. Tag color can be specified when adding or editing tags.

Tags can be applied to objects by simply filtering and selecting. Tags can also be applied in bulk or from the individual element.

We recommend you check our Help Center article on [Tagging](https://support.clearpointstrategy.com/en/articles/8828757-clearpoint-setup-tagging) for more information.

- From the Control Panel click on **System Settings**
- Select **System Setup**
- Click **Tags** under Enterprise Features

- Click the **Plus icon** to create a new tag
- Under **Tag Name**, enter the name of the new tag, in this example, ‘Customer Satisfaction’.
- Choose a **Tag Color**, you can also enter the color hex code
- Once you are done with your changes, click **Save**

Apply a tag to an element from the Detail Page

- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Elements**
- Open **Measures**

- Locate the **Measure**  you are going to be working with, in this example, ‘Total amount of time at gate’
- Click on the **edit Pencil icon**
- Navigate to the **Edit Fields tab**

- Assign a **Tag** from the dropdown menu
- Once you are done with your changes, click **Save**

Care Packages - Tagging Care Package

What is it?

Why does it matter?

How does it work?

Add a tag

Apply a tag to an element from the Detail Page