Tag goals
Add tags to goals, create new tags, filter a view by tag, and delete a tag.
Tags group goals across teams and periods, such as "hiring" or "security". Goals and actions share one set of tags.
Before you start: an admin turns on Tags in Settings → Goals → Advanced features. Roles that can manage product settings (Owners and Admins by default) see that page. See Advanced features.
Tag a goal #
- Hover a goal row and click Add tag, or its tag chip. You can also choose Tags in the goal's ⋯ menu.
- Search, then tick or untick tags.
- To make a new tag, type its name and choose Create tag. Observers and Guests can't create tags by default.
To find tagged goals, use the Tags filter in a view. See Filter a view.
Delete a tag #
- Open a goal's tag list: click its tag chip, or choose Tags in its ⋯ menu.
- Hover the tag and click its delete icon.
- Click Delete. The tag leaves every goal and action. Roles with Manage tags (Owners and Admins by default) can do this.
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