Tags
Organizing scenarios with tags and filters
Tags help you organize and filter scenarios by department, quarter, project, or status.
Adding Tags to Scenarios
Click ⋮ on any scenario

Select Change Tag
Choose an existing tag from the dropdown or type a new tag name

Press Enter
The tag appears as a label on the scenario card.
Common Tag Examples
By Department — Engineering, Sales, Marketing, Product, Operations, Finance
By Planning Cycle — Q1 2026, Q2 2026, H1 2026, FY27
By Purpose — Budget Cuts, Growth Plans, Reorgs, Hiring, Succession
By Status — Draft, In Review, Approved, Implemented
By Project — AI Initiative, Expansion EMEA, GTM Realignment
Tip: Use consistent naming conventions across your organization (e.g., always "Q1 2026" not "q1-2026").
Multiple Tags
Some organizations support multiple tags per scenario (e.g., "Engineering" + "Q2 2026" + "Hiring"). Check with your admin to see if this is enabled. If only single tags are supported, use compound tags like "Engineering - Q2 2026".Tags
Tags help you organize and filter scenarios by department, quarter, project, or status.
Best Practices
Be consistent — Agree on tag naming conventions with your team
Clean up regularly — Archive or delete tags for old quarters and completed projects
Combine with scenario names — Tags complement clear scenario naming, they don't replace it
Last updated
Was this helpful?