Creating Tags, Labels, and Notes

What are tags and labels?
How do I create tags and labels?
How do I add tags to a Track entry?
How do I add user notes?

What are tags and labels?

Tags and labels can help you to organize the bills and regulations you are tracking according to criteria that are important to you. Tags allow you to mark a Track entry based on categories you create. Labels allow you to create subcategories within tags.

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How do I create tags and labels?

To create a new tag, follow these steps:

1. Click Alerts/Tracks at the top of any page, then click Tracks.

2. In the Tools section in the upper-right corner of the page, click Manage Tags.

3. At the next page, click Create New Tag.

4. Under New Tag, type a name for the tag in the Tag Name text box.

5. Under Labels, type a label name in the New Label text box.

6. Click Add.

7. Click Save All Changes.

To add a new label to a tag you have already created, follow these steps:

1. Click Alerts/Tracks at the top of any page, then click Tracks.

2. In the Tools section in the upper-right corner of the page, click Manage Tags.

3. At the next page, click the name of the tag for which you want to create a new label.

4. Under Labels, type a label name in the New Label text box.

5. Click Add.

6. Click Save All Changes.

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How do I add tags to a Track entry?

To add tags to a Track entry, follow these steps:

1. Click Alerts/Tracks at the top of any page, then click Tracks.

2. In the left frame, click the name of the folder containing the Track entry to which you want to add tags. (If the entry has not been assigned to a folder, click Unassigned.) The entries contained in the folder are displayed in the right frame.

3. Click the Edit Tags and Notes icon  ( ) next to the entry in the Action column. The Edit Tags and Notes dialog box is displayed.

4. Choose a tag from the Name drop-down list.

5. Select a label in the Label list box.

6. Click Add Tag.

7. To add another tag, repeat steps 4-6. When you are finished adding tags, click Save.

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How do I add user notes?

To add a note to a Track entry, follow these steps:

1. Click Alerts/Tracks at the top of any page, then click Tracks.

2. In the left frame, click the name of the folder containing the tracking entry to which you want to add notes. (If the entry has not been assigned to a folder, click Unassigned.) The entries contained in the folder are displayed in the right frame.

3. Click the Edit Tags and Notes icon (    ) next to the entry in the Action column. The Edit Tags and Notes dialog box is displayed.

4. Type a note in the Notes text box and click Save.

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