Assessment Tags

Assessment tags allow you to categorise assessments and assessment templates.

Adding tags to an assessment or assessment template

Tags can be added to an outbound assessment or an assessment template. To add a tag, select overview in the assessment builder.


In the Overview side panel, you can add tags in the Tags field by clicking the plus button. Simply type the tag, and a dropdown will appear showing previously added tags. Either select a previously created tag or create a new one by hitting Enter on your keyboard. Once you have finished adding tags, hit the Save button at the bottom of the side panel.

Note that if you add tags to an assessment template, they will follow on if to any created assessments.

Filtering assessments by tag

Assessments can then be filtered by their tags in the Assessments and Templates menu.


Bulk Send - Assessment tags

To add multiple tags to an assessment please follow the steps below.

  1. Assessment name you have selected for bulk sending tags.
  2. Go to Bulk Send.
  3. Click the dropdown arrow and select the third-parties.
  4. Add the  name of the product (optional). 
  5. Add a custom message (optional).
  6. Give your assessment a due date (optional).
  7. Select multiple tags to add to your assessment (optional).