Leadline Docs
Position-Tags

Create Position Tag

Overview

This playbook covers how to create a new Position Tag in Leadline.

→ See 110 - Position-Tags for full product knowledge on Position Tags, including who can create them and how they affect reporting.

→ See 102 - Admin-Hub for instructions on accessing the admin hub and how it relates to creating Position Tags.


How Do You Create a Position Tag?

  1. Click your initials in the top right corner, and select Admin Hub.
  2. Select Position Tags from the left-hand navigation.
  3. Click + Create Tag, to the right of the search bar.
  4. In the Create Position Tag modal, enter a name in the Position Tag Name field.
  5. Toggle Make Position Tag Mandatory on if users must assign an option for this tag when publishing a new Position. → See 1406 - Mark-Position-Tag-As-Mandatory for more on this setting.
  6. Enter a name in the Option field, and click + Add Option to add additional options. → See 1408 - Create-Option for more on adding options.
  7. Click Save.

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
1402 - Edit-Position-Tag — Instructions for editing a Position Tag after it's created
1406 - Mark-Position-Tag-As-Mandatory — Instructions for marking a Position Tag as mandatory
1408 - Create-Option — Instructions for adding an option to a Position Tag

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