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Tags - How to create a tag category (video)

Updated over a month ago

Want to create a new tag category and assign tags to it to stay organized?

Open the batch tag window and follow the instructions in the video.

To create new tag categories:

  1. Go to any report with a Tags column

  2. Click the green "+" icon beside blue grid icon

  3. This will add a new tag category

  4. Name the new category and click the green checkmark

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