Edit Position Tag

Overview

This playbook covers how to edit an existing Position Tag in Leadline — including its name, mandatory status, and options.

→ See 110 - Position-Tags for full product knowledge on Position Tags, including who can edit them.

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How Do You Edit 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 the ellipsis icon under Action, next to the Position Tag you want to edit.
4. Click Edit Position Tag.
5. In the Edit Position Tag modal, make any of the following changes:
   • Update the Position Tag Name.
   • Toggle Make Position Tag Mandatory on or off. → See 1406 - Mark-Position-Tag-As-Mandatory and 1407 - Remove-Mandatory-Status-On-Position-Tag.
   • Add, remove, or reorder options. → See 1408 - Create-Option, 1409 - Remove-Option, and 1410 - Rearrange-Options.
6. Click Save.

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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 new Position Tag
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