Workiva Support Center

When you create a metric in Sustainability Program, you can enter details about its value, such as its source and relevant content from Sustainability Explorer. To track additional information about the values collected for sustainability reporting, Workspace Owners can create and manage tags for your Programs and their metrics.

For example, with tags, you can track:

• Which company goal a metric supports
• A metric's importance based on materiality assessment
• How metrics align with responses to a survey or questionnaire

From Sustainability Program, you can create and manage tags for use with all Programs in the workspace.

Note: Only Workspace Owners can create and manage Program tags.

Create tags

1. From Sustainability Program, select Program overview in the outline.
2. From the menu, select Manage tags.
   
3. Click Add tag.
4. In Tag name, enter a unique name to help identify the context or intent of the tag's data.
   
5. Enter each possible values for the tag.

   Note: Press ENTER after each tag value.

6. Click Save and Close.

Manage a metric's tags

From a Program metric, you can apply and manage its tags:

• To apply tags to a metric, select the applicable values from Program tags.
  
  
• To remove a tag value from a metric, click its X.

Edit a tag

You can manage a tag's name and available values as necessary, such as to clarify its intent or offer additional options.

Note: When you edit tags, the updates appear across all Programs, not just the one you make the edits from.

1. From Sustainability Program, select Program overview in the outline, then select Manage tags from the menu.
2. From the tag's menu, select Update tag.
   
3. Edit the tag's name or values as necessary:
   
   
   • To change a value's name, select Rename from its menu, and enter its new name.
   • To remove a value, select Archive from its menu.
   • To add a new value, click Add tag value, and enter its name.
4. Click Save and, if you selected to archive values, Archive.
5. Click Close.

Remove tags from Programs

If you no longer need a tag, you can archive it.

Note: When you archive a tag, it remains on any metrics it was applied to. You can remove an archived tag from metrics as necessary.

1. From Sustainability Program, select Program overview in the outline, and select Manage tags from the menu.
2. From the tag's menu, select Archive tag.
3. Click Archive and Close.

Tip: To resume use of an archived tag, simply add it to Sustainability Program again.