Business Insights
Adding Tag Categories
You can add tag categories and tags in each category, which can be used to link to workplaces. You can add a maximum of 8 tag categories, and each category can consist of 8 tags.
To add a tag category and tags:
- Go to Workplaces > Offices and Locations > click the drop-down menu under the Tags column for any office > Manage All Tags, or Workplace Settings > Configured Offices > click the Tags filter > Manage All Tags.
Click Create Tag Category.
The Create New Tag Category drawer appears.
- In the Create New Tag Category drawer:
- Name: Enter a name for the tag category.
- Color: Select a color to represent the tag category.
- Type: Select Manual or Dynamic. Manual tagging is individual linking of workplaces to a tag. Dynamic tagging allows you to configure criteria-based automatic tagging of workplaces.
- Manual
- Name: Enter the tag name.
- Offices: Select the offices that you want to link to this tag.
Click Add Tag to add more tags to the category. Note that only one tag in a category can be linked to an office.
- Dynamic
- Criteria: Select one of the following criteria based on which the offices are automatically linked to a tag:
- Assigned Headcounts
- Capacity
- Hotel Desks
- Lease End Date
- Lease Status
- Permanent Desks
- Name: Enter the tag name.
- Operator: Select an operator to set the threshold to satisfy the criteria as greater than (>), greater than or equal to (>=), less than (<), less than or equal to (<=), equal to (=), Contains, or Not Contains.
- Value: Enter the value for the selected criteria.
For example, the following GIF shows how to configure a dynamic tag for linking offices that have a capacity of 500 or less to the High Cap tag and more than 500 to the Low Cap tag.
Close - Criteria: Select one of the following criteria based on which the offices are automatically linked to a tag:
- Manual
Click Save.
The tag category is successfully added. You can view the tag category and its tags on the Tag Management page.
