Flags allow you to group and manage sets of cards by topic within the tool.
Thanks to this feature, you can create personalized subgroups gathering certain important cards to monitor (e.g.: cards of historical clients, cards of high-potential candidates, cards of prospects who have received an emailing...).
Each manager can flag / unflag all cards in the application to which they have write access.
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Create and Manage Your Flags
"First name" at the top right of the screen > My flags
Enter the label of the new flag in the window that appears on the screen
Click the "Save" button
IMPORTANT
You can create as many flags as needed. You can also rename them by clicking the magnifying glass next to the label, or delete them by selecting them in the checkbox on the left and clicking the bin.
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Flag / Unflag a Card
Relevant card > "Information" tab > icon at the bottom of the screen
Click the flag icon
Select the flag to add in the window that appears on the screen
Click the "Add" button to confirm your choice
Conversely, click the cross to the right of the flag label to unflag a card
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Flag / Unflag Several Cards at Once
(On the relevant module) > search filters
(1) Select the cards to flag / unflag by checking the box(es) to the left of the rows
(2) Click the mass modification icon.
(3) Choose the flag to apply in the dropdown list in the middle of the screen
Finally, click the "Yes" button in the tooltip to confirm your choice
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Search for a Flagged Card
Module relevant to the searched card > search filters
Click on Advanced Filters
Select the flag(s) to filter in the window that appears on the screen.