Add Tags to Hierarchy Nodes

Implementation Tip: To learn more about what tags are and how they can be applied to your organization for added value, check out this article. 

1) Create the Tags you wish to apply to hierarchy nodes.

2) Apply Tags to your hierarchy nodes either individually (option 1), or in bulk (option 2).

Option 1: Individual Hierarchy Node Tagging

1. Navigate to Account Settings -> Hierarchies

2. Using the left side navigation panel or the search option, locate the hierarchy node that you wish to apply a tag to, and click on the hierarchy node.

3. In the right-side panel, click on the '+ Add' option within the 'Tags' field to view the tag list for the hierarchy node.

4. Search the listing for the appropriate tag or 'Create a New Tag'.

Option 2: Bulk Hierarchy Node Tagging

1. Navigate to Account Settings -> Hierarchies

2. Click on the triple-dot action menu and navigate to 'Bulk Update'. Select the 'Tags' option.

3. Search for, then click to add each hierarchy node you wish to apply the tag to. Then, search for the intended tag(s) and click to apply. 

4. Click 'Add' to apply the selected tags to the selected hierarchy nodes.