Assigning and tags

You can assign applications to users and organize them with tags on v2 application detail.

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Assigning

Assigning an application gives it an owner (e.g. an underwriter or reviewer) so your team can track who is responsible.

1. Open the application detail page.
2. In the Overview right rail, open the Assigned accordion.
3. Click Assign (or the current assignee pill) → select a user → save.
4. The Agent dashboard list and Overview refresh with the new assignee.

See Application detail — Overview & header.

The list of assignees comes from your tenant’s users. You can also assign from the list view if the UI supports bulk assign.

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Tags

Tags help you categorize and filter applications (e.g. by campaign, priority, or custom workflow).

Viewing tags

• On the application list, the tags column shows tags for each application; you can filter by one or more tags.
• On application detail, tags appear in the Overview right rail (Tag row) and can be edited if you have permission.

Adding or editing tags on an application

1. Open application detail → Overview right rail.
2. In Assigned, use the Tag row (Add tag or existing pills).
3. Add existing tags from the list or create a new tag (if the UI allows).
4. Remove tags by clearing them or using the remove control.
5. Save. Changes apply immediately.

Managing tag list (admin)

If your role allows, you can create or manage the global list of tags (name and color) used across applications. This is typically in a tags or settings area. New tags then become available when assigning tags to applications.