The information in this article is accessible only by Admin and TC users in Sisu.
Topics in this article:
Creating New Tags
You can create tags in Sisu by following these steps:
1. Go to to Admin > Tasks.
2. From the left side menu, select Transaction Tags.
3. Enter a name and pick a color for your new tag, and then click Add.
Reordering Tags
By reordering your list of tags in your admin settings, you can determine the order in which tags appear in any tag drop-down menus. To reorder your tags, do the following:
1. Go to to Admin > Tasks.
2. From the left side menu, select Transaction Tags.
3. Click in-line with any tag and drag it around to change its order.
Editing Existing Tags
You can edit tags in Sisu by following these steps:
1. Go to to Admin > Tasks.
2. From the left side menu, select Transaction Tags.
3. In-line with a tag, click Edit.
4. Make changes and click Update.
Adding the Tags Field to Your Form
You may want to add the Tags field to your form(s). You can do so by following these steps:
1. Go to Admin > Team Settings.
2. In the menu on the left, click Forms & Fields.
3. Click the Edit button in-line with the form you'd like to add the Tags field to.
4. Scroll down until you see the Available Fields section. Enter tags in the search bar. When the field appears beneath the search bar, click the orange arrow (see screenshot below) to add the field to the Form.
ℹ️ Note
If the Tags field isn't on your form(s), you can always view, add, or remove Tags from within the transaction's Tasks screen.
You may want to enable/disable the 'Include tags in the Transactions screen' setting as well. This can be done by navigating to Admin > Team Settings > Preferences.
Including a Tags Column on the Transactions Screen
You can enable the Tags column on the Transactions screen by turning it on in the team settings.
1. Go to Admin > Team Settings.
2. In the menu on the left, click Preferences.
3. Search for the setting called "Include tags in the Transactions screen."
ℹ️ Note
To search for words on a page, use the following keyboard shortcut:
PC: Press the "Control" and "F" keys at the same time.
Mac: Press the "Command" and "F" keys at the same time.
4. Click the orange Enable button in-line with the setting.