1. Working with Planning
  2. Using IPM Insights to Inform Your Decision-Making
  3. Collaborating with Insights Using Tags

Collaborating with Insights Using Tags

You can collaborate with your colleagues more effectively and leverage the power of automated analysis with IPM Insights using tags.

  • Use # to tag insights with a custom label. For example, you can tag a set of insights for team review by adding #TeamReview.

  • Use @ to tag a user or group.

Then, filter your Insights dashboard to see tagged insights.

You add tags in the Comments box for an insight.

To add tags to an insight:

  1. From the Home page, click IPM and then click Insights.

  2. From the Actions menu for an insight, click Add Comment.

    Alternatively, from the Actions menu for an insight, click View Details and then from the Insights Details page, click the Comments icon.

    You can also click the link in the Details column on the Insights dashboard and then from the Insights Details page, click the Comments icon.

  3. In the Comments box, add a tag # followed by your custom label. Or, to tag a user or group, add a tag @ followed by a user or group name.

    When you type #, a list of existing tags appears. You can select from the list or enter a new tag name.

    When you type @, a list appears with the users and groups that have access to the members in the insight.

    Entering tags in the Comments box from the Insights dashboard:


    Entering tags in the Comments box from the Insights dashboard

    Entering tags in the Comments box from the Insights Details page:


    Entering tags in the Comments box from the Insights Details page

To review insights tagged with your user name or group name, in the Insights dashboard, click My Insights in the Filter area.


My Insights tag filter

The most frequently-used tag is highlighted with a chip in the Filter area. Select it to see all insights associated with that tag.


Frequently used tag filter

To search for tagged insights, enter # or @ followed by the tag text in the Search box.

For example, the Insights dashboard is filtered to show My Insights and insights tagged with #ActionItem:


Insights Dashboard Filtered for Tags

Notes about tags:

  • Tags are case sensitive.

  • Tags can appear anywhere in the Comments text.
  • You can include any number of tags in the Comments.

Videos

Your Goal Watch This

Learn about tagging insights to help your team collaborate and practice management by exception by bringing attention to insights that require attention.

video png Collaborating on Insights with Tags in EPM Planning