Create a new tag

Agents can create custom tags to help manage and organize employees. To create a new tag:

1. Navigate to the case’s employee list if needed.
2. Search for an employee if needed.
3. Click the employee’s name.
4. Click the plus icon in the Tags section.
5. Type the new tag.
6. Press the Enter key on your keyboard to save the tag.

The tag is now assigned to the employee and available from the dropdown menu for future use.