Creating and Using Tags
Have you ever struggled to quickly find a specific location, permit, or task? Using tags can significantly improve your search efficiency and help you find what you’re looking for very quickly.
Tags are labels used to categorize data, making it easier to organize and locate information across permits, tasks, and community customers within the platform.
For example, if a number of your tasks are related to a specific facility, you could create a Tag with the Facility Name to then be able to quickly filter to only tasks related to that facility.
In this article, we will guide you through using and creating tags..
Using Tags
You can then utilize these tags across various locations within the Klir platform.
In a Permit
Click on the + Tag area to choose from the list of available tags created in the first step of this article. You can even apply multiple tags!
Any selected tags will then be applied and displayed on the permit.
Once tags are added, searching for specific permits becomes significantly easier by filtering or using tags in searches.
In a Task
Creating a Tag
Don't see the Tag you want? Here's how to create and manage tags.
Please note that you must have permissions to create a new tag. If you don't have this access level, kindly reach out to the relevant personnel in your organization or contact Klir support at support@klir.com to request the creation of tags.
For users with permissions to create Tags :
Navigate to the Admin area located at the bottom of the left menu in any of the Klir Comply products (Drinking Water, Wastewater, Environment, Community).
Then click on Tags Management
Click on the Tags icon to access the tags page.
Click the Tags icon to open the tags page.
A pop-up window will appear where you can enter the name of the new tag you wish to create.
After clicking the Save button, the new tag will appear in the list of tags.
Creating tags in Klir is incredibly straightforward, and it greatly enhances the speed at which you can locate important items!