Overview
This capability suggests tags for your Objectives by using generative AI to analyze your Objective and suggests relevant tags to help you categorize and search for your Objectives.
In this article, we'll walk you through the steps to use it. You can also watch the video walkthrough.
Enable Platform Intelligence
Platform Intelligence needs to be enabled for the account for this capability to be available. See How to Enable Platform Intelligence for details on enabling Platform Intelligence (PI).
ℹ︎ Platform Intelligence capabilities are available on the Commercial and Enterprise plans only.
View Suggested Tags
To view suggestions for tags:
Open any Objective within an active session that you have the right to edit.
One way to do this is by clicking on the "OKRs" tab in the navigation menu and selecting the Objective you want to work on.
There are two places where you can access the suggestions:
Look at the "Tags" input field.
If at least one tag was already created for that Objective, you would not see any tag suggestions. However, if the field was left empty, you can see that 3 tag suggestions most relevant to your Objective appear in the field automatically. You can tell that these tags are suggestions by the dashed outline, the suggestion icon, and the fact that on hover, the "Suggest Another"," Remove Suggestion", and "Add this Suggestion" buttons appear for the field.
Click on the “Suggestions” button in the top right corner of the Objective
Click on the “All suggestions” tab. There, you will see 3 tag suggestions under the “Tags” section only if no tags have been created for this Objective yet. Otherwise, the section is not visible.
ℹ︎ The inline tags suggestion within the Objective details view is the same as the suggestion in the “All suggestions” tab in the Suggestions side panel. Any action taken (accepting the suggestion or suggesting another) on a suggestion no matter where it is located, is reflected on the same suggestion inline or in the side panel, respectively.
Accept or Edit the Suggested Tags
To accept or edit a suggestion for tags:
Click on the "Add this Suggestion" button within the suggestion card either inline or in the “All suggestions” tab in the Suggestions side panel to accept all 3 tags.
After clicking on the "Add this Suggestion" button, the "Tags" input field is already in focus so that you can delete or add more tags manually.
To remove the tags you do not want, use the keyboard controls or click on the "x" for that tag.
If you are happy with all 3 tags you have just accepted and do not want to change them, click outside the input field.
Suggest Other Tags
If you don't like any of the 3 suggested tags, you can refresh all of them at once by simply clicking on the "Suggest Another" button either inline or in the “All suggestions” tab in the Suggestions side panel.
Remove the Suggested Description
If you are not interested in any of the suggested tags and instead you want to fill in your own tags for the Objective manually, click on the" Remove Suggestion" button inline, after which the tag suggestions are not visible anymore, and the empty input field is in focus ready for you to start typing in it.
The Suggested Tags capability in Quantive Results can help you save time and effort in choosing the proper tags for your Objectives. Try this capability today and see how it can help you achieve your goals faster.