Help Centre / Workspace & Account / Create and manage tags

Create and manage tags

Video walkthrough: Configure workspace administration

Use this task to create and manage tags in the current Klusaro workspace.

Before you start

Open Klusaro as a user with access to Tags.

Steps

  1. Open Tags.
  2. Select New Tag.
  3. Enter name, entity scope, description, color, and Active state.
  4. Select Save Tag and confirm the row.
  5. Apply it only where a target record exposes a tag control.

Screenshots

Show organization

What happens next

The updated state appears in Klusaro and can be reopened for confirmation.

Useful notes

When practising, use information you are authorised to enter.

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