How do I add tags to Q/A Bank items?

For an overview of what tags are, where they’re used, and best practices, see:
What Are Tags in Dasseti Engage?

This article focuses specifically on how tagging works inside the Q&A Bank. Tags are used across multiple Engage modules (Requests, Companies, Products, Q&A Bank, and Files). While the tagging concept is the same everywhere, screen layouts and bulk actions vary slightly by module.

In the Q&A Bank, tags help organize questions and answers, making it easier to filter, search, and group related content when building requests. Tags can be applied to both questions and answers, individually or in bulk.

Jump to Section:

• Adding Tags to an Existing Question or Answer

• Adding Tags to a New Question or Answer

• Adding Tags in Bulk

 

Adding Tags to an Existing Question and Answer

1. Edit the Item:
   • Click on the Question or Answer you want to tag in your list or grid view of the Q&A bank.
     
      
2. Click on Edit for the Question or Answer where the tag needs to be added: 
   
    
3. Add a Tag:
   • You can add a tag to a Question or an Answer by clicking on the Add Tag button. 
     
     
   • Simply typing into the text box or by clicking on the + sign to add a new tag if the item is already tagged.
      
   • Type the tag name or select one from the dropdown menu in this space. Once you select or type the tag, please click on the tick sign to save the tag for the question or the answer. 
     
   • Repeat this process to add as many tags as needed.
      
4. Save Changes:
   • After adding all desired tags, click the Save button to update the item.
     

Adding Tags to a New Question or Answer

When creating a new question or answer, you will see a tag box above the question and answer fields. Click into the box to either:

• Select an existing tag from the dropdown menu.
• Type and create a new tag.

Be sure to save your changes once tags are added.

Adding Tags in Bulk

1. Select Items:
   • From your Q&A bank screen (available in list, grid, or type views), check the boxes next to the questions or answers you want to tag.
      
2. Access the Tagging Option:
   • Click the More button (represented by the hamburger icon) located at the bottom right of the screen.
     
3. Add a Tag:
   • Select Tag from the dropdown menu. A tag pop-up window will appear.
   • Type in your desired tag in the input field.
      
4. Save Changes:
   • Once you select or type the tag, please click on the tick sign to save the tag for the question or the answer. 
     
      
   • Click the Save button to apply the tag to all selected items.