Creating and Managing Job Tags Manually

• The transaction has not yet been registered in your system of record.
• You need to track a new or unique business process that does not yet exist in the system.
• Your team does not integrate with a system of record.

By manually creating a job tag, you ensure that all relevant communications are organised correctly and accessible to the right teams.

1. Click on the connected apps icon and select your team's Job Manager

2. Fill in the required fields

3. Click on the dropdown to specify which teams should have access to the job tag

4. Click "Create Job" to save the job tag and automatically apply it to the message

5. To subscribe to a job tag, navigate to the tagging pane, hover over the job tag and click the tray icon

Tip: Subscribing to a job tag will mark that tag as Important. You can learn more about Important here.

6. Navigate to the connected apps pane

7. Open the job tag viewer. This will most likely be called [[Manage Job Tags]]

8. Here you can view all of the meta data associated with a tag, or click "Edit" to make changes

9. You can amend any of the fields as required

Alert: The Job Tag Name will not automatically update. If you change any of the fields you will also need to update the Job Tag Name field manually.

10. To archive a tag, click the tick box shown below

Tip: Archived job tags will no longer be available for tagging new messages but remain in the system for historical reference. They will not be considered by the auto tagger or presented as suggested tags, but you will still be able to search for them and add them manually if needed. Once a transaction is complete, archiving job tags helps maintain a clean and organised system.