Within the Playbooks Manager, you can add and filter by tags for Plays. Tags allow you to find a specific or similar Play quickly.

With several users, you will see that the list of Plays can get quite long. With tags, you can limit the view to only display Plays with the same tag.

To add a tag to a Play:

  1. Open the Playbooks Manager (playbooksmanager.insidesales.com)
  2. Go to the Plays tab
  3. Edit the desired Play
  4. On the left, click the 'Select' drop-down beneath 'Assign Tag'
  5. Select an existing tag or create a new one by clicking the '+' button next to 'Add Tag'
  6. Click 'APPLY'
  7. Click 'Save'

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