Configure Position Tags

Overview

This playbook is an index for configuring Position Tags in Leadline. Position Tags are used to group your data around your organization's internal process.

All Position Tags are managed from Admin Hub > Position Tags. Access the Admin Hub by clicking your initials in the top right of the screen and selecting Admin Hub.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

→ See 110 - Position-Tags for full product knowledge on Position Tags.

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How Do You Configure Position Tags?

• Create a new Position Tag → See 1401 - Create-Position-Tag
• Edit an existing Position Tag's name, mandatory status, or options → See 1402 - Edit-Position-Tag
• Delete a Position Tag → See 1403 - Delete-Position-Tag
• View Positions with a specific Position Tag assigned → See 1404 - View-Positions-With-Assigned-Position-Tags
• Assign a Position Tag to a Position → See 1405 - Assign-Position-Tag
• Mark a Position Tag as mandatory → See 1406 - Mark-Position-Tag-As-Mandatory
• Remove mandatory status from a Position Tag → See 1407 - Remove-Mandatory-Status-On-Position-Tag
• Add an option to a Position Tag → See 1408 - Create-Option
• Remove an option from a Position Tag → See 1409 - Remove-Option
• Reorder the options within a Position Tag → See 1410 - Rearrange-Options

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the Position Tags section
110 - Position-Tags — Learn about Position Tags and how they are used across your organization's Positions
1401 - Create-Position-Tag — Instructions for creating a Position Tag
1402 - Edit-Position-Tag — Instructions for editing a Position Tag
1403 - Delete-Position-Tag — Instructions for deleting a Position Tag
1404 - View-Positions-With-Assigned-Position-Tags — Instructions for viewing Positions with a specific Position Tag assigned
1405 - Assign-Position-Tag — Instructions for assigning a Position Tag to a Position
1406 - Mark-Position-Tag-As-Mandatory — Instructions for marking a Position Tag as mandatory
1407 - Remove-Mandatory-Status-On-Position-Tag — Instructions for removing mandatory status from a Position Tag
1408 - Create-Option — Instructions for adding an option to a Position Tag
1409 - Remove-Option — Instructions for removing an option from a Position Tag
1410 - Rearrange-Options — Instructions for reordering the options within a Position Tag