This is available only for "Essentials and Enterprise+" tiers, and is accessible only by Admins.
The strategy model that you enable decides the structure and the components on which your strategic plan is built. To give you even more granular control, we've introduced goal tags - these are properties that can be used to identify different categories of work and be applied on any level of the strategy elements (Plan, Focus Area, Objective, Measure, Action)
How to define "goal tags"?
From the profile picture/initials, click Settings > Admin > Strategy model tab. Select the Strategy Element of choice, under Tags, enter the name of the tag into the text box, choose a color, and click Add.
How to apply "tags" in the Plan?
Once the tags are defined in the strategy model, you can apply the tags in the Plan of your choice. When you add an entity that has the tag defined, you'll see Tag field alongside the Title.
To add a tag to a plan, click on the plan settings:
To add a tag to a Focus Area, click on the Focus Area settings in the Plan:
To add a tag on a goal (Objective, Measure, Action), you can edit the existing goal or select from the dropdown when creating one.
This field is mandatory and you need to either choose the tag from the available options or select "No tag". Note that, you can choose only one tag from the list for an entity.
The added goal tag will be listed in the Planner, Goal hub, Focus area (Objectives tab) pages and as well as in the Sidebar views. If you wish not to have a tag added to an entity, you can choose No tag from the list.
FAQs
How do I view the "tag" information in reports? Is it possible to sort, group or filter goals in a plan by tag?
When you create an Objectives table in reports, you can choose Tag from the Table columns if you just wish to see the tag across each entity. You can also group by the tag information to display objectives based on their tags - select Tag in Group by, or apply filters to display data based on certain Tags.
What happens when we switch to a different framework?
The existing tags that are defined will be applied to the new framework to which you switch. These tags can be modified later.
Can we assign specific custom fields to each tag?
Not at this point in time. Use custom fields to capture data that will add more context to your goals, and this can be restricted to a plan. However, tags are properties that define the category of work which is mandatory for every goal, and cannot be restricted to a plan.
Can I add multi-tags or multiple tags to the same entity?
While you can define or add multiple tag to an entity (plan, focus area, objective, measure, etc.,), you can choose only one tag per entity while applying or tagging them from the available list.
I do not want some of my goals to be specified with a tag, although I do not want to remove it altogether from the workspace.
You can set those goals as No tag, if you do not wish to specify.