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Creating and Managing Flags in Projects

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Overview

Flags give you the ability to create color coded and named flags to differentiate questions within a project. Creating a flagging scheme allows for quick filtering within a project in order to help better identify how items should be addressed.

Prerequisite: Users with Administrative access (Super Admin, Admin with ALL permissions, or equal Custom Roles) will have the ability to manage these flags.    


Use Case

Within a project if you want to differentiate a question, using color-coded flags would be an option. You can set up a flag for a department or business function (Legal, Support, IT) to show respondents who is responsible for the flagged content.

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You may also use tags to differentiate statuses or required actions.

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Creating Flags

You can create flags with custom names and can color code them from the Organization Settings. To create and color code flags, follow the steps below:

  1. Go to Organization Settings > Project > Flag. By default, the Follow-up flag will be displayed.

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  1. Click ADD NEW to add a new flag. The Add Flags pop-up will be displayed.

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  1. Enter a name for the flag.
  2. Click on the color icon and select a color for the flag.
  3. Click ADD. A success message will be displayed and the newly created flag will be displayed as shown below:

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In a similar way, you can add multiple flags and can color code each of them.

Flagging Questions

While responding to questions, you can flag the questions. To flag a question, you can follow the steps below:

  1. Click on the question to be flagged.
  2. Click flag mceclip3.pngicon. The flags will be displayed as shown below:

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  1. Select the required flag. The question will be flagged and will be displayed as shown below:

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Note:

  • To clear the flag, you can click on the flag. The flag section will be expanded. Click Clear Flag to remove the flag. You can also click on any other flag to apply that flag.   

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  • If any question in a section has multiple flags, the multiple flag icon is displayed adjacent to the section name in the individual section page as well as the sections list page.

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  • Clicking the flag icon will display all flags used in the section.

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Advanced Search Based on Flags

From Sections, you can perform an advanced search based on flags.

To search using flags, you can follow the steps below:

  1. Click Filter and then select Advanced Search.

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  1. The Filter pane will be displayed on the right. Scroll down to the Flag section.

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  1. Select the required option and specify the flag name.
  2. Click APPLY to search. The result will be displayed as shown below:

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All matching questions will be displayed.

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