Tags can be created in the Manage / Tags section or on the fly when creating or editing an item.
Creating a Tag in the Manage >Tags section
- Go to Manage > Tags.
- Click on the + New icon.
Create the tag:
- Give the tag a Name. We would recommend that the name is as short as possible. You can include letters and numbers in the tag name.
- Select the background color for the Tag.
- Select the font color for the Tag. It is always best to use dark colored letters on light colored backgrounds and vice versa. Otherwise if the colors are too alike it can be difficult to read the name of the tag.
Creating a Tag on the fly
Tags can be created on the fly when creating or editing an item in QualityKick (Documents, Trainings, Events, CAPAs, etc):
For example, when creating a Training, go to the Tags field and click on the Add New Tag button and then follow the steps mentioned above in Create the Tag.
General recommendations for the Creation and Use of Tags
For Tags to be useful we recommend limiting the total number of Tags created; ideally 20 to 30 tags should be sufficient.
Tags should be intuitive and make sense within your organization, an idea would be for example to name tags by concepts, functions and/or departments.