Tags help to reference modules in search and filters. Enable tags and associate them with projects, milestones, task lists, tasks, forums and status.
- Click
on the top right corner of the page. - Select Org Settings under the Portal Configuration.
- Select Project & Budget.
- Navigate to Project Settings and toggle Enable Tags.
Note:
Tags is enabled by default. You can view the existing tags in filters, reports and custom views to find the relevant modules.
How to create a tag?
- Add a module (project, milestone, task list, task, issue, or a status).
- Navigate to Tags in the add form.
- Enter the tag name and click
. - Add or submit the module from the form.
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How to associate a tag?
While creating or editing a module
- Navigate to Tags.
- Enter the tag name and hit enter or return key.
While viewing a module (list screen):
- Open the required module.
- Navigate to Tags column and click
. - Enter the tag name and click Associate.
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How to dissociate a tag?
While editing a module:
- Navigate to Tags.
- Click
to dissociate the tag.
While viewing a module (list view):
- Open the required module.
- Navigate to Tags column.
- Click the drop-down beside the tag.
- Click
on the required tag. - Click Associate.
How to edit a tag?
- Click on a tag (while editing a module or from a list view). It will take you to the search page.
- Click the drop-down on the tag's name in the top band.
- Select the Edit option and make the required changes.
- Click Save.
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How to remove a tag?
- Click on a tag (while editing a module or from a list view). It will take you to the search page.
- Click the drop-down on the tag's name in the top band.
- Select the Remove option to clear tag from search results.
How to delete a tag?
- Click on a tag (while editing a module or from a list view). It will take you to the search page.
- Click the drop-down on the tag's name in the top band.
- Select the Delete option.
- Confirm your action.