Using Tags

Location:  Workspace

Tags are a colorful way to organize items in the Updox Inbox.  That visual splash of color can draw your attention without needing to read the subject or open the item. You can even limit which items are shown in your workspace by filtering by the tag color.  The name (and hence the meaning) of each color is set by your practice administrator. 

To add a tag to an item:

1.In the Workspace, click the white tag before an item.  A selection bar of color tags appears.

2.To see the tab name, hover the cursor over that tag.

3.To see additional tags, click the arrow to scroll.

4.To assign a tag to an item, click the tag.

To close the tag picker bar without selecting a tag:

•press the <Esc> key or click the tag preceding the Subject name.

To remove a tag from an item:

•Click the tag in front of an item.  A selection bar of colored tags appears.

•Click the white tag for none.

To see the tag name assigned to an item in the Workspace:

•Hover the cursor over the tag.