Managing Tags

Learn how to add, edit, delete, and search tags to keep your Bid Packages organized.

Prerequisites:

• Only users with Admin or Manager roles can add, edit, or remove tags.

Add Tags

1. Click the Settings icon (⚙️) at the top-right of the Bid Packages workspace.
2. Select Tags from the menu.
3. Click the blue Actions button.
4. Choose Add New.
5. Enter a Tag Name and select a Color from the dropdown (mandatory).
6. (Optional) Add a Note to make the tag easier to search.
7. Click Save.
   The new tag will appear in the list.

Edit Tags

1. From the tag list, select the tag you want to edit.
2. Click the blue Actions button and choose Edit.
3. Update the details as needed.
4. Click Save.
   The tag will update immediately.

Delete Tags

1. Select the tag(s) you want to delete (multiple selections allowed).
2. Click the blue Actions button and choose Delete.
3. A confirmation screen will appear.
4. Click Yes to confirm. The tag(s) will be removed.

    Note: Double-check before deleting, as this action cannot be undone.

Search Tags

1. In the search bar, type the Tag Name or Note.
2. Matching tags will display instantly.

💡 Tip:
Use consistent naming, colors, and notes so tags remain easy to identify and filter.

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