As an administrator, it is possible to add, amend or remove pipeline tags. It is also possible to hide pipeline tag from view, depending on if you are looking at an assignments, lists or opportunity.
If you are authorised, you can make these amendments on the assignments page by clicking the gear icon in the top right-hand corner shown.
You can then switch to the 'Pipeline Tags' tab in the panel that opens.
Note that any changes you make will apply to all users at your firm.
Creating a pipeline tag
To enter a new pipeline tag, Type in the name in field (1, above), select a colour (2) and click the + icon to add it (3). The tag will be created near the top of the list.
Changing the order of a pipeline tag
You can drag an individual tag up or down to whatever position you want it to be in within the list. You can have any order, but it is usually most convenient to keep the tags in a logical order from first action to last, followed by 'ending' statuses.
Amending the wording of a pipeline tag
Click on a pencil icon (4) to amend the wording or colour of a pipeline tag. The text will appear in field (1) and you can change the colour with (2). Use icon (3) to save the amendment. Any records where the tag has already been used will then show the new name for the tag.
Deleting a pipeline tag
Important: This should be given some thought before performing a deletion, as any records where the tags have already been used will no longer show any record of that tag. These cannot be retrieved afterwards.
To delete a record, click the X icon (5) and accept the prompt. Some tags are used by the system, so cannot be deleted.
Hiding a tag on some project types
You can set different tags to be available for lists, compared to opportunities or assignments. If you want to hide a tag in one or more of these areas, you can do so by deselecting the checkboxes in the area highlighted by (6).