Using tags in Brolly

Tags let you group records your own way — by campaign, event, topic, or a retention and disposal classification. Once applied, tags become a filter in the Feed and a way to scope exports, on top of Brolly's built-in search and filters.

Create a tag

Tags are created and managed in Settings → Tags, where you can create tags and apply them to records for advanced sorting and filtering.

• Go to Settings → Tags.
• Type the tag name into the input and click Add.
• The list shows each tag alongside the number of records it's applied to.

Use the actions menu next to a tag to change or remove it — changes flow through to every record carrying that tag. The Settings button at the top right of the screen holds options for how your team uses tags.

Apply a tag to records

Tagging happens from the Feed: open a record and click Assign a tag in its Tags panel, or select records in the Feed and tag them together — see tagging multiple records. A record can carry more than one tag.

Filter the Feed by tag

Back in the Feed, use the Tags filter button to show only records carrying a particular tag. Combine it with the Date or Accounts filters to zero in fast — and when a tagged set matches a records request, turn it into an export.