How do I Create Tags in the Insurance Tracker App?

Updated on May 30, 2017 10:19PM by Admin

Tags in the Insurance Tracker App allows you to easily group your insurances according to your own preferences by giving it a label. This helps you to easily filter the specific insurance you need from the group.

For instance: Consider an employee, who wants to view the all the Life Insurances, then the “App Tag” namely “Life Insurance” can be created.

Steps to Create Tags

  1. Go to Insurance Tracker App from the app header bar.
  2. Go to “More(...) -> Settings”.

    settings

  3. Select “Tags” from the “General” drop-down in the left navigation panel.

    left panel

  4. Click on the “Create” button.

    create

  5. “Create Tag” pop-up appears where you can fill in the required details.
    • Tag Name : Name of the tag which is mandatory.
    • App tag     : Available only in the particular app.
    • Global tag : Available globally on all apps.
  6. Here, “Life Insurance” tag is created as an “App Tag”.

    app tag

  7. Created App Tag will be visible only in the Insurance Tracker App homepage.

    app tag view

  8. You can also “Edit” or “Delete” the created App tag.

    edit or delete

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