Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add a Tag
- 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, ‘Financial Metrics’.
- Choose a **Tag Color**, you can also enter the color hex code
- Once you are done with your changes, click **Save**
Edit a Tag
- From the Control Panel click on **System Settings**
- Select **System Setup**
- Click **Tags** under Enterprise Features
- Click the **edit Pencil icon** next to the Tag you want to edit
- In the **Edit Tag tab** you can edit the **Tag Name** and the **Tag Color**
- Once you are done with your changes, click **Save**
Applying Tags to Elements
Once you have added a tag, you can apply it to any element in your account including Scorecards, Objectives, Measures, Initiatives, Milestones, Action items, Risks, Series, or Charts.
Applying Tags to Elements from Admin Options
- From the Control Panel click on **System Settings**
- Select **System Setup**
- Click **Tags** under Enterprise Features
- Navigate to the **View / Map Elements tab**
- Use the **Search bar** to find specific elements or **Filter** by scorecard or element type to make selecting the elements to tag even easier.
- Once you have located the elements to tag, simply click the **Link icon** and apply the corresponding **tags**
- Once you are done with your changes, click **Save**
- You can also tag multiple elements at once by marking the **checkbox** next to the elements and clicking the **Plus icon**
- From here you can apply the **tags** to the elements you have previously selected
- Once you are done with your changes, click **Save**
Applying Tags to Elements from the Detail Page
Users that are Editors and above can edit any element and add a tag that has been added from Admin Options.
- 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, ‘Revenue’
- 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**
Filtering Summary Reports by Tags
In this example, we are going to create a filter on a Summary Report that contains the Tag ‘Financials’.
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