Benefits   

1. Quickly identify the entities that are in a particular category.
   
2. Filter entities based on their tags to view select entities belonging to it.
   
3. Customize your view to organize the entities based on the tags.
   
4. View entities associated with a tag across different entities in a single screen.
   

Use cases 

Use case 1:  Add tags for work items

Use case 2:  Add tags for projects

Accessibility   

1. Admins and workspace owners can add, edit, delete, associate, and dissociate tags for all the modules across projects.
   
2. Users with access to Manage tags on the Settings page will be able to create, edit, or delete tags.
   
3. Users can associate or dissociate tags from the entities only when they have the permission to edit the entities.
   
4. Users who have permission to edit an entity will be able to add or remove a tag within the entity.
   

Create Tag

1. Click in the top-right corner to navigate to the Settings page.
   
2. Select Manage Tags under Customization.
   
3. Click +Custom Tag. The Add Custom Tag page appears.
   
4. Add the tag name and select a tag color.
   
5. Click Create. The custom tag will be created. 

1. Navigate to the respective entity.
   
2. In the left panel of the entity, click + New within the Tags section.
   A new window opens.
3. Click the + icon to add new tags for the entity.
   
4. Enter the tag name and choose the tag color.
   
5. Click Add. 
   

Note:

1. A tag name can be only up to 100 characters.
   
2. Tags created can be used for any entity in the workspace.
   
3. You can add up to 10K tags in your workspace.
   

Cluster Tags 

OS::Windows
OS::Mac
OS::Linux
OS::Android
OS::iOS
OS::Unix

Note: An entity cannot have two values under the same scope.

Create Cluster tags 

1. Click in the top-right corner to navigate to the Settings page.
   
2. Select Manage Tags under Customization.
   
3. Click +Custom Tag. The Add Custom Tag page appears.
   
4. Add the tag name and select a tag color.
   The tag should be added in the following format: {clustername}::{tagname1}.
5. Click Create.  
   

Edit Tag 

1. Click in the top-right corner to navigate to the Settings page.
   
2. Select Manage Tags under Customization.
   All the tags created will be listed.
3. Hover over a tag and select Edit.
   
4. Update the Tag Name and Tag Color.
   
5. Click Update.
   

Associate entities with the tags  

Method 1: From the Manage Tags settings page

1. Click in the top-right corner to navigate to the Settings page.
   
2. Select Manage Tags under Customization.
   
3. Click on a tag to view the tag details. You can find the entities with which it is already associated.
   
4. Click Associate at the top-right to associate the tag with a new entity.
   
5. Select the entity and its corresponding entity.
   
6. Now, select Associate. 
   

Method 2: From the entity's details page

1. Go to the respective entity.
   
2. Click +New in the left panel of the entity.
   All tags will be listed in the tags window.
3. Check off the required tag.
   
4. Click Update. 
   

Dissociate the tags from the entity

1. Navigate to the required entity.
   
2. In the left panel, you can find the Tags.
   
3. Click +New, and the existing tags will also be listed.
   
4. Select the View as Used tags.
   
5. Uncheck the small checkbox with the tag color to remove the tag from the entity.
   
6. Now, click Update.
   

Delete tag   

1. Click in the top-right corner to navigate to the Settings page.
   
2. Select Manage Tags under Customization.
   All the tags created will be listed.
3. Hover over the specific tag and select Delete.
   A confirmation pop-up appears on screen.
4. Replace this deleted tag with another one, if needed.
   
5. Check off the disclaimer.
   
6. Click Reassign and Delete.  
   

1. Go on to an entity. 
   
2. In the Tags section in the left panel, click +New. 
   
3. Click the  icon to easily navigate to the Manage Tags page. 

Filters for Custom Tags