Apply purpose tags 3 ways---automatically with the ShareGate Teams chatbot, using the Ask owner(s) feature, or manually from the Manage page.
Tip: To see what notifications look like to owners, check out Take action on purpose and sensitivity. Share this article with team and group owners so they know what to expect.
Automate with our chatbot
To send purpose tag notifications automatically with the ShareGate Teams chatbot:
- Open Management.
- Select Policies from the sidebar.
- Expand the Purpose tags section.
- Toggle on Automatically ask owners.
Tip: Create and edit purpose tags to best suit your environment.
Send a notification to ask owners to apply a purpose tag to their teams or groups.
For steps on how-to, see Ask owners about purpose.
Note: If you haven't activated our chatbot yet, you will be prompted the first time you use this bulk action.
Manually apply purpose tags
Apply or change purpose tags yourself from the Manage page.
For steps on how-to, see Apply purpose tags and sensitivity tags manually.