Tags

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