Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

- 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**

- 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**

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

- 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**

In this example, we are going to create a filter on a Summary Report that contains the Tag ‘Financials’.

ClearPoint Setup - Tagging

Add a Tag

Edit a Tag

Applying Tags to Elements

Applying Tags to Elements from Admin Options

Applying Tags to Elements from the Detail Page

Filtering Summary Reports by Tags