Tagging data is essentially marking records in a spreadsheet that meet your filter criteria. You are still filtering data, but instead of filtering records to display only those that meet the your filter criteria, you are also marking them while they display with all other spreadsheet records.

 

 

For instance, you could tag data on the Facts spreadsheet to mark only facts entered in the past month. All facts would remain in the spreadsheet, but recently entered facts would be easy to spot because of the red tag to the left of the record.

Tags are distinct to your personal view and cannot be seen by other users of the case. Tags remain active until you cancel them or close the case.