Managing tags
How to create and use tags
Creating and using tags
Tagging allows administrators to create searchable tags and link them to objects from within each object interface (User, Project, Product, Organisation). To create tags, go to the tag tab in the Administrators portal from the left-hand navigation bar. Tags can assist in the management and navigation of these objects. Tags are not a necessary tool if you organisation does not wish to use them.
NOTE: Tags are not visible to users/analysts and only appear within the administrators portal/user interface.
Fig. 1. Navigating to the Tags page
From the Tags page, you can view and search all current tags. You can also download a CSV report of all tags by clicking Export (circled red). To create a new tag, click on the ‘NEW TAG’ button presented at the top of your screen.
Fig. 2. Tags page
Add the required ‘Tag Name’ and ‘Tag Values’, hitting ‘add’ on the right after each value is entered. The values will then appear beneath the ‘Tag Values’ field. Add as many values as needed, however, this should be a focused few variables. Values can be removed/deleted by hitting the grey ‘X’ beside the newly added values. Once you are satisfied with the variables added, hit ‘Submit’ which will prompt a confirmation with a pop up, and a green confirmation message at the top right of the previous screen once confirmed.
Fig. 3. Creating a new tag
Fig. 4. Tag creation confirmation
Tags can then also be edited and deleted after this step, by selecting either 'Delete' or 'Edit' from the Actions icon on the main ‘Tags’ interface.
Fig. 5. Editing tags
The created tag and desired values will then be available from either the ‘user’, ‘projects’, ‘products’ or ‘organisation’ objects tabs in the GUI when creating a new item or editing an item in each of the objects. Select the tag label created previously and select ‘Add’ on the right, similarly to when creating the tags to attach them to the object.
Fig. 6. Tag viewing in object creation
Once the object (user, project etc) has been created, when actually entering the particular object the tags will appear in the accompanying info.
Fig. 7. Tags as shown in project information
Created tags can then be filtered and searched as a variable in each of the object interfaces (user, project etc) as below.
NOTE: Any Tags on an object will appear on the front page view of the Projects page, as well as the exported CSV list of that particular view.
Fig. 8. Tags as a variable on object interfaces
Fig. 9. Example: A filter and tag search applied in the Project interface
NOTE: You can hover your curser over the Tag icons for a glance view of what the linked Tags represent.