If I move a proposal to a new tag, will it still appear under the default tag?
As per the current functionality, if you change the tag, it will be visible under the selected tag section instead of the default tag.
To update or create a tag, please refer to the following guide: https://knowledgebase.xtenav.com/en-us/article/how-to-rename-and-delete-tags-nlhrer/
To assign a new tag to a proposal, click on the three-dot menu of the proposal, then select the Assign Tags option from the list that appears on the left side of the proposal.

Select the tag from the pop-up window, then click on Save to apply the changes.

Click on the tag name in the top menu bar to view the proposals under that particular tag section. The proposals will remain in the same stage as they were before.

Updated on: 03/23/2026
Thank you!
