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How to create and manage Tags

Updated over 3 months ago

Goal

This article will show you how to create and manage tags in the Resvu admin portal.

Before you get started

Your admin account must have the correct permissions to access Tags. To check this, navigate to:

Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Tags ➡️ Ensure that Tags has full access selected.

Accessing Tags

Select Settings, and then select Tags.


You will see a list of all tags that have been created.

Creating a new Tag

Step 1 – Click the ‘New Tag’ button
In the top-right corner of the Tags table, select New Tag.

Step 2 – Fill in Tag details
Complete the required fields:

  • Name – The name of the tag (required).

  • Description – A short explanation of what the tag is used for (optional).

  • Group – Select which group the tag belongs to (required).

    • Default Tag – For general tags.

    • Location Tag – For tags that relate to specific locations (i.e. Floor 1)

  • Colour – Choose a colour to help visually identify the tag.

Step 3 – Save the Tag
When you are satisfied with the details, click Confirm. The tag will be added to the list.

Managing Tags

View tag usage
Select a tag from the table to see how many times it has been used.

The table also displays a column to show the last time the tag was used, as well as when it was created.

Delete a Tag
To delete a tag, select it from the table and click Delete.


You can only delete a tag if it is not currently being used anywhere. If the tag is in use, it will show you how many active items are using the tag

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