Tags are customizable and can be setup by an Administrator in the Admin function of Simply Stakeholders. They are designed in a tree like structure so that similar themes, topics or issues can be grouped and categorized. Please refer to the article Manage Tags to customize and setup Tags.
Tags can be assigned to the following record types;
Stakeholders
Interactions
Tasks
Properties
They can also be used on questions within forms
How to assign a Tag
Open the record
Navigate to the Tagging card
Click on Manage
Select the relevant Tag/s or click on + Add new tags to create a new one
The Tag has now been assigned to the record