What you will accomplish: You will create, edit, and use study tags as an admin or end-user.

Admin: Create a Study Tag

1. Click the Admin tab.
2. Click Account.
3. Select the Study Tag tab.

4. Click +Study Tag.

   

5. Enter a label for the tag in the pop-up.

   

6. Assign a color (optional).
7. Assign an icon (optional).

8. Hide tags if needed. Hidden tags:

   • Cannot be chosen in new studies.
   • Still appear if previously selected.
   • Can be shown again by checking Show Hidden and unselecting Hidden.

   

   

Admin: Edit a Study Tag

1. Click an existing study tag.
2. Edit its Label, Color, or Icon.

Note: There is no right-click context menu for study tags.

End-user: Add or Remove Study Tags

1. Click in the Study Tags section of an open study. A dropdown appears.

   

2. Click entries to add tags.

3. To remove a tag, click the (x) icon on the tag.

   

End-user: Show Study Tags on Work List

1. If the Tag column is missing, click the ... icon on the far right of the work list.

   

2. Check Tags to add the column. Drag to reposition as needed.

The Tags column will now be visible.