To maintain consistency in Tags, Administrators can pre-populate the Tags via the Admin menu, Application Settings. Please review the below steps to add/edit Tags.
- From the Menu Bar, click on Admin/Application Settings.
- Scroll down towards the bottom of the screen to the Tag settings section.
- In the Tags field, click on the edit pencil icon.
- In the Value field add/edit the tags by separating each one by a ","
- When done, press Save.
Using Tags
From a user perspective, when he/she edits their Activity, e.g. Workstream, SubWorkstream, Milestone, Task, or SubTask, and enters their tags, they type the full name of the tag, press enter, type the next tag, press enter.
The very first time tags are entered into the system, it’s best if the Administrator does this to add All of the tags so they appear in the drop-down list for the rest of the users.
- The Administrator would type Day 1, press enter, Day 30, press enter, Day 60, press enter, Day 90, press enter, Day 100, press enter, Day -100, press enter, Day -90, press enter, Day -60, press enter, Day -30, press enter, Day -10, press enter.
- When done, press Save. This workflow allows future tag entries to display the drop down of ALL “D…” tags – Day 1, Day 30, Day 60, etc. Once the tag is typed the first time, by the Administrator…or really anyone, and entered, it will appear in the other Tags drop down (for Activities only) throughout the system. See below screen capture for the visual.
Screen Capture #1: SubWorkstream Detail Page from Test Tenant
Please note that when the Tag setting “Restrict Tags,” is set to “false,” it allows other users to add new tags from the Tag field. If this value is set to “true,” they will not be able to add new tags.
Screen Capture #2: Tag Settings from Test Tenant