How do I add Tags to Group Resources so Clients can easily find them on the Group page?

This guide will walk you through the steps to add tags to group resources, making it easier for clients to find them on the Group page.

1. Click “Groups”

Navigate to the “Groups” section.

2. Click three-dot menu

Locate a group and click the three-dot menu next to it.

3. Click “Manage Group Resources”

Select “Manage Group Resources” option.

4. Select a Resource

Select a Resource to add tags.

5. Select a tag

Select a tag and then click “Save” button to save changes.

6. Click “View Group”

Click on the “View Group” link.

7. Click “Resources”

Edit the selected item.

8. Edit Filters

Click on the edit filters link.

9. Select Tags

Select a tag to filter by.

10. Search

Click on Search.

11. View the filtered tag

See the results filtered by tag.

12. My Groups

Go back to the main group page.

13. Click the three dot menu

Locate a group, and click the three-dot menu next to it to open the modal.

14. Click “Edit Group”

Select “Edit Group” option.

15. Click “Settings”

Access the “Settings” section.

16. Select Resource Tag Header

Select a tag for “Resource Tag Headers”.

17. Click “Save Group”

Click the “Save Group” button to apply your changes.

18. Click “View Group”

Return to the view group page.

19. Click “Resources”

Go to the “Resources” tab.

20. Quick Filter

Notice the Resource Tag Header is available for quick filter.

This guide covered the process of adding tags to group resources and filtering.