tagTags

Organizing scenarios with tags and filters

Tags help you organize and filter scenarios by department, quarter, project, or status.

Adding Tags to Scenarios

  1. Click on any scenario

  1. Select Change Tag

  2. Choose an existing tag from the dropdown or type a new tag name

  1. 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

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