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Create tags
  1. Add a tag group. The tag group will contain tags.Tags

    Note

    Example: The tag group is product_X. Product_X contains a web app, mobile apps, technical documentation and marketing materials. Therefore the tags added to this tag group will refer to these four items.

    1. Go to Configuration > Data > Tags > Tags.

    2. Select the Add button.

    3. In the Create tag group popup:

      • In the Tag group section:

        • in the Tag group text field, enter the tag group name.

        • optional - In the All customers checkbox, uncheck this box to select specific customers this group applies to.

          Tip

          Uncheck this box only if the number of tag groups becomes so big that you need to reduce the number of tags that are available to projects for easier selection.

  2. Add tags to this tag group:

    1. in the Tags section create the individual tag by typing in its name.

    2. optional - In the All customers checkbox, uncheck this box to select specific customers this tag applies to.

      Tip

      By default the tag is available to all customers configured for the tag group this belongs to.

    3. repeat steps a and b for each tag.

    4. Click on the save button when done.