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 automate the ShareGate Teams chatbot for purpose tag and sensitivity tag notifications:
- Select Settings from the sidebar.
- Select Policies.
- Expand the Purpose tags or Sensitivity tags section.
- Toggle on Automatically ask owners.
Automating the ShareGate Teams chatbot for purpose tags will also automate our chatbot for sensitivity tags, and vice versa.
Tip: Create and edit purpose tags to best suit your environment.
Send a notification to ask owners to apply a purpose (and sensitivity) tag to their teams or groups.
For steps on how-to, see Ask owners about purpose and sensitivity.
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.