Tags

By creating tags, OSCAR allows you the ability to fine-tune your filtering capability of the Positions List.

An example of creating a new custom tag.

Creating Custom Tags

To create a custom tag:

Locate Custom Tags in the right sidebar.
Click Add Tag.
In the Add New Tag window, enter a Tag Label, choose a Tag Color, and click Confirm.

Tagging a Position

To tag a position, you can simply drag a tag from the right column onto any position you would like to tag. You can also use the Batch Options list to tag multiple positions at once:

Select the position name using the checkboxes.
Click Batch Options and select Tag As, then select your tag.
The tag will appear in the positions list.

An example of dragging a tag onto a position for later filtering.

Filter by Tags

An example of filtering the positions list by selecting tags.

To filter the positions list based on tag, use the filter dropdown for Tags, make your selection(s), and click Apply.

You can also user the Not Tagged option to filter out tagged positions.

Edit or Delete a Tag

To edit or delete a custom tag:

Locate the custom tag you want to edit in the right sidebar.
Click the tag to open the Edit Custom Tag popup.
From this screen you can change the tag’s label, color, or delete the tag from your list of custom tags.
Click Confirm or Cancel to either save your changes or cancel your actions.

Note: Clicking the Delete Tag button deletes the tag immediately.

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