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Using Tags

Tags are a lightweight, flexible way for different groups to organize data according to their needs.

Assets Supported

  • Portfolio Items
  • Stories
  • Defects
  • Tasks
  • Tests
  • Requests
  • Issues
  • Test Sets
  • Regression Tests

Tagging Assets

Tags can be added to an asset several ways either using the grid, by interacting directly with the inline edit or by using the edit button.  As the user types, the matching frequently used tags will be presented.  The user can choose an existing tag or create a new tag.  Spaces and quotes are supported when creating a tag. 

Tagging via the Grid

Screen Shot 2017-10-23 at 1.08.30 PM.png

Tagging via Inline Edit

Screen Shot 2017-10-23 at 1.19.12 PM.png

Tagging Via Asset Edit Form


Tags will only remain in the system as long as they are attached to an OPEN workitem. If a tag is assigned to one workitem, and that workitem is closed, then the tag will be taken out of the system. We do not save or keep tags that are not in use. This keeps the system from becoming cluttered with numerous unused tags.

Filtering By Tag

As assets are tagged the filter option can be used to narrow down the backlog to the tag in question. 

Screen Shot 2017-10-23 at 1.20.52 PM.png

Advanced Search

To search for all assets using a tag, simply click on the tag itself and the result will be an advanced search on that particular tag.