Section and Category Tags

This article demonstrates how to create and assign tags.

The Tag feature adds an extra layer of organization to the Standards Library. Tags allow for the quick creation of a review using preset sections or categories. This article covers three areas of myITprocess that use tags: Standards Library, the Add New Review page, and the home screen.

Creating and Configuring Tags

  1. Click Standards on the menu bar.
  2. Click the three vertical dots in the top right-hand corner of the page.
  3. Select Manage Tags.

From the Manage tags window, existing tags can be edited by clicking on the pencil for that tag and you can create a new tag by selecting Create New Tag.

Manage Tags


Adding Tags to Sections and Categories

Once Tags are created they can be added to sections and categories.

To add a tag

  1. Click on the Section/Category you want to tag.
  2. On the side panel click the 3 vertical dots in the top right-hand corner and choose Edit Section/Category.
  3. Choose from the available tags and click the ones you wish to apply.
  4. Click Save.

Note: All applied tags will show in line with the Section/Category title in the Standards Library

Using Tags to Create a Review

A new review can be created using customized tags.

      1. Click Alignment on the menu bar.
      2. Click the Create review button in the upper right.
      3. On Step 1 of 2, select your client, provide a title for the review and select your engineer and vCIO resources and assign due dates
      4. Click Next
      5. Click the filter icon to reveal a menu where can filter by Tags, Status, and Score
      6. Under the Tags area, select the tag or tags with which you want to create a review
        Note: You may apply multiple tags to a review
      7. Once the Tags are chosen, click Create

Note: The term 'Clients' are now referred to as 'Organizations' throughout the software.

To view reviews created from tags, click Alignment on the menu bar, hover over a review, and click the Details link. A list of tags - if applicable - will be shown for that review. You can also click the filter icon to view reviews that have tags associated with them.


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