Table of Contents:

When is this helpful?

How to create a report tag?

How to assign a tag to a question?

When is this useful?

Report tags are tags that you can create on a question level. These are helpful when you want to tag questions to a specific industry or category.

For example, if you are in the hotel industry, you'll have to abide by some rules and industry standards. You can create tags around these standards and easily add them to your audit questions.

These also help you generate well-organized audit reports later.

How to create a report tag?

Step 1: Log in to the admin portal: on a Desktop. On the left, select 'Report Tag' under 'Advanced'.

Click 'Add' on the top-right.

Step 2: You will be redirected to the 'Add Report Tag' page. Here, select the company from the dropdown, select a checklist, enter a tag code, and then its description.

Step 3: Click 'Save'.

How to assign a tag to a question?

Step 1: Under 'Setup', go to 'Form Builder'.

Select the company and the checklist from their respective dropdowns at the top.

Step 2: Click on any of the questions. Then scroll down to Tags on the bottom-right.

From the dropdown, select the tag you want. Then, click 'Save'.

If you need to add tags for multiple questions, just repeat this step for each question.

If you want to assign tags to multiple questions, you can reach out to our support team at

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

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