How do I create Tags in the Insurance Tracker app?

Updated on January 30, 2021 02:59AM by Admin

Tags in the Insurance Tracker app allows you to easily group your insurances according to your own preferences by giving it a label. This helps you to easily filter the specific insurance you need from the group.

Steps to Create Tags

  • Log into your Apptivo account and go to the Insurance Tracker app.
  • Click on the “More” icon and select “Settings” located at the app header bar.
Insurance Tracker app

  • Select the "General" dropdown and click on “Tags” from the left navigation panel.

  • Click on the “Create” button and specify:
    • Tag Name (Mandatory) – Name of the tag.
    • App Tag – The tag created will be available only to this app.
    • Global Tag – The tag will be available to all apps.
  • Here, App Tag is selected.
Create Tag

  • Click on the “Create” button to complete.
  • You can also edit the tag name using the “edit” icon if needed.
Tag Created

  • The created tag will be available while creating or editing a record.
Create Page

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