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Using Action Tags
Who is this article for?Users who want to learn more about using Action Tags.
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Utilising tags within Lucidity Software enhances the organisation and searchability of actions. This guide explains how to add, manage, and utilise tags effectively across different modules and interfaces.
1. Action Tags
Video: Action Tags
Tags can be added to an action to assist with searching and categorising actions as needed. To add a tag to an action from the My Actions or All Actions page:
- Click Add New.
- Enter all action details as explained in the Add Action section above.
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Click in the tags cell and select from the list of available tags by either scrolling through the drop-down list or typing to search for the tag.
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If the required tag hasn't been used before, it can be added by typing the full tag name and clicking Add?
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Repeat to add as many tags as needed.
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Remove any tags that are not required by clicking the X next to the tag.
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Click Save to save the action.
2. Where to add Tags
Tags can be added to actions from any page with the full edit screen view of the action, typically within the Actions tab for most Lucidity Software modules.
Tags cannot be included in actions created outside the full edit screen, such as in the Lucidity Incident Manage screen, Lucidity Intranet Dashboard, Lucidity App, or the Lucidity Risk edit screen. If tags are required for these actions, create the action first, then edit the action from the My Actions or All Actions tab to add the tags.