You can create tags in Brolly and apply them to records as a way of further refining your feed. This adds to  other ways to filter and search your feed. For example you can tag records that relate to a specific marketing campaign, message or event.

Create a tag

Tags can only be created in Settings.

  1. Log in to Brolly and choose Settings, then the Tags tab. A list of existing tags appears. If you have not created any tags yet, the list is empty.
  2. To add a tag, enter it into the tag field and press Add. 
  3. Now you can apply the tag to records in the Brolly feed.

Apply a tag to filter your Brolly feed

  1. Log in to Brolly and choose Feed.
  2. Click on a record to see the record details. The Tags field is under Details, Attachments and Screenshots in the record detail.
  3. Click in the Tags field to see all available tags. 
  4. Choose the tag you want to apply. You can apply more than one tag to a record. 


Edit a tag

  1. Log into Brolly and choose Settings, then the Tags tab.
  2. Go to the tag you want to change and the three dots beside it ... then select Edit. The Tag becomes editable. 
  3. Change the tag and press Save to save the changes. The tag changes on all the records to which it has been applied. If you change your mind and do not want to change the tag, leave it unchanged and choose Save to return to the list. 

Delete a tag

  1. Log into Brolly and choose Settings, then the Tags tab.
  2. Go to the tag you want to change and the three dots beside it ... then select Remove. The Tag is removed from the list and from all the records to which it had been applied. 

Allow others in your team to create tags

By default, Brolly does not allow others in your team to create tags. Others can use the tags you create, but will not be able to create new ones. You can change this setting so that members of your team can create tags.

  1. In the Tags screen, choose press the Settings button.
  2. A screen appears where you can tick the checkbox to enable others to create tags. 
  3. Press Save to save changes or Cancel to exit the screen without making changes.