- Administration and Settings
- Work with Entities
- Assign People to Projects, Manage Users as Project Members
- Rename Terms (Entity Types)
- Assign People to Teams, Manage Users as Team Members
- How to switch the language or adjust to a new domain?
- Notification Rules
- Assign Teams to Projects, Manage Teams in Projects
Tags are small pieces of text or icons that can be assigned to almost all entities in the system. Administrators of Targetprocess account can manage Tags in the system settings. You can apply the following actions to tags in the system: Add new Tags, Rename Tags, Merge Tags, Delete Tags.
We have completely reworked the Tags section in System Settings in Targetprocess v3.11.0 release. All actions were made more clear and simple. Tags are no longer grouped by Portfolios (Projects) and Bundles.
Add new Tags
There are two ways for a new Tag to appear in the system:
- when you edit an entity (such as a User Story, Task, Bug, Feature, Epic etc.) and add a new Tag to it
- when you manually add a Tag using the Tag Management settings page
Tag Management page
Tags Management page is accessible by Administrators only.
To perform actions with Tags, go to Settings → Tags:
This page contains a list of all Tags from all Portfolios (Projects). You can use the search field to filter Tags by name. You can also select Tags by checking the checkbox next to their name. When you select a Tag, a number will be displayed that indicates the number of entities that have this Tag.
You can manually add Tags using the "Add tag" button. To do that, click the"Add tag" button, type in new the new Tag name, and press "Enter".
You can rename Tags using the Tag Management page. Select desired Tag by checking the checkbox next to its name. Then click the "Rename tag" button.
Type in new tag name and press "Enter" to save your changes.
You can merge multiple Tags. A common scenario for this operation is when you have multiple Tags that mean the same thing, or perhaps some of them have typos.
To merge Tags, first select them by checking the checkbox next to their names and clicking the "Merge X tags" button.
Then, choose the correct tag name and click the "Merge" button to merge them.
To delete Tags, select them by checking the checkbox next to their names, and then click the "Delete X tags" button.
Sometimes it is not possible to merge, rename or delete Tags. Should this happen, please request assistance from our Support Team.