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3.2 - Tags

Previous Section: 3.1 - Custom fields 




Tags offer a powerful and flexible way to categorize your strategic elements at every level of your plan.
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They are most commonly used to define the type of goal; for instance, you might tag an objective as a "Corporate Objective," "Department Objective," or "Team Objective" to clearly distinguish its scope and origin. This advanced customization not only refines your strategy model but also significantly simplifies filtering in reports and locating specific information.


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Please note that each strategy element can be assigned only one tag and the creation/removal of tag names must be by an Admin via the Strategy Model.


Next Section: 3.3 - Plan access