Tag Management, accessible under the Settings section in the Menu, is a crucial feature on the Platform, designed to streamline the organization and usage of tags across your entire platform tenant. This interface provides a comprehensive view and management capabilities for your tags, ensuring more accurate reporting and analysis.
Centralized Tag Overview:
Purpose: Facilitates identification and management of tags used throughout your platform tenant.
Summary: Offers a summarized view of tag usage, indicating where tags are applied within your tenant.
Tags Table for Simplified Management:
Functionality: Easily identify unused or duplicate tags.
Sorting Options: Organize tags by ‘total usage’, tag name, projects, phases, issues, and assets.
Interactive Tag Usage Visualization:
Tag Interaction: Clicking a blue bubble next to a tag redirects you to a filtered view, showing where that tag is applied across projects, phases, issues, or assets.
Example Usage: Navigate to phases with specific Phase-level tags applied.
Adding a Tag: Click ‘Add Tag’ in the top right-hand corner, enter a tag name, and click ‘Create’.
Renaming a Tag: Select the three-dots menu next to a tag and choose ‘Rename’.
Deleting a Tag: Use the three-dots menu next to a tag to select ‘Delete’.
Merging Tags: For combining tags, select multiple tags using the checkboxes on the left. Then, click ‘Actions’ in the top right-hand corner and choose ‘Merge Tags’.
The Tag Management feature on the Platform is your key to maintaining an organized, efficient, and streamlined environment. By effectively managing your tags, you can enhance the accuracy of your reporting and analysis, leading to better decision-making and improved overall management of your platform resources.
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