Skip to main content
Managing Tags as an Admin

Using Tags in Frankli helps to categorise and organise workflows. Here's how to manage tags as an admin.

Updated over a week ago

Tags can be used to align your data in Frankli to your company's values and competencies.

How to View Existing Tags

1. Navigate to the Admin dashboard using the menu on the left-hand side.

2. Select Company.

3. Select Manage Tags.

4. You can use the Arrow on the left-hand side to view more information on individual Tags.

How to Add a New Tags

You can create a new tag using the Create button in the top-right corner.

You will be prompted to set the name and type of your new tag.

Optionally, you can also add a description.

When you're happy with the details you've entered, select Create.

How to Edit an Existing Tag

To edit an existing tag, click the Edit icon on the right-hand side of the Tag you'd like to edit.

Select Update to save any changes you make.

How to Copy an Existing Tag

To copy an existing tag, click the Copy icon on the right-hand side of the Tag you'd like to make a copy of.

This will open the create form with the details of the copied Tag already filled out.

Select Create to create your new Tag.

How to Delete a Tag

To delete an existing tag, click the Delete icon on the right-hand side of the Tag you'd like to delete.

You will be asked to confirm that you want to delete the chosen Tag. If you confirm, the Tag will be deleted permanently.

How to Delete Multiple Tags at Once

You can delete multiple Tags at once by using the Bulk Actions feature.

To enable bulk actions, click the Bulk Actions button on the top right of the page.

Select the Tags you'd like to delete.

A banner will appear at the bottom of your screen.

Click Delete on the right side of the banner to delete all the selected Tags.

Did this answer your question?